About

Educational Events

Mar
11

Shred Day

Criminals need very little information to steal identities and garbage cans offer an abundance of information from paperwork. Bring up to two file boxes of paper per household for free, confidential shredding. Commercial high-volume shredders, courtesy of Iron Mountain, will be on-site to shred your records.

Chris Miller, UFCU's Sr. Manager of Asset Protection, will also be available to answer any questions and/or concerns about ID theft and other fraud issues. Mark your calendars now!*

* Weather permitting

DATE:
TIME:
DURATION:
LOCATION:
March 11, 2017
10:00 AM
10 AM - 12 PM or until truck is full
N Guadalupe Financial Center
4611 Guadalupe St
Austin, TX 78751-2908
Map
Mar
15

Healthcare in Retirement

Current and soon-to-be retirees cite high medical costs as one of their main concerns in retirement. In this seminar we will cover the following:

  • ABC's (and D) of Medicare
  • Medicare - what it covers and what it costs
  • Insight into Medicare Supplement Plans

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. UFCU has contracted with CFS to make non-deposit investment products and services available to credit union members.

CFS does not provide tax or legal advice. For such guidance, please consult a tax and/or legal advisor.

DATE:
TIME:
DURATION:
LOCATION:
March 15, 2017
6:00 PM
1 Hour
Lakeline Financial Center
13860 N Hwy 183
Austin, TX 78750
Map
Mar
16

Wheels 101

Getting ready to go out and buy a new or used car? Thinking about refinancing your current car? Join us for an educational and exciting discussion about what to expect and how to best prepare yourself for the car buying experience. Learn the important principles of car buying, refinancing, and the following:

  • "Dealer Levers" and how to spot them
  • Properly structuring your rate and term
  • Managing debt to improve your credit and financial future
  • Acting as a cash buyer
  • Believing in "Second Chances"
  • Location
Parking map for the UFCU Plaza Event Center.
DATE:
TIME:
DURATION:
LOCATION:
March 16, 2017
6:00 PM
1.5 Hours
UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
Map
Apr
04

Buying Your First Home

It is time to own your first home! UFCU is here to help.

Come learn how to buy your very first home. UFCU is offering advice and information on how to qualify for a loan, what to expect from your REALTOR®, the benefits and pitfalls of purchasing a foreclosure, and the meaning behind all the mortgage terminology and costs.

Learn how to stop renting and enjoy all the financial and personal benefits of owning your own home.

Equal Housing Lender. 8303 N MoPac Expy, Austin, TX 78759. NMLS # 441215

Parking map for the UFCU Plaza Event Center.
DATE:
TIME:
DURATION:
LOCATION:
April 04, 2017
6:00 PM
2 Hours
UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
Map
Apr
18

Social Security

As you approach retirement, one of the biggest financial decisions you'll need to make is when to begin receiving your Social Security benefits. Should you begin receiving a smaller Social Security benefit early, or should you opt to wait until full retirement age or even longer in order to receive a larger benefit?

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. UFCU has contracted with CFS to make non-deposit investment products and services available to credit union members.

CFS does not provide tax or legal advice. For such guidance, please consult a tax and/or legal advisor.

Parking map for the UFCU Plaza Event Center.
DATE:
TIME:
DURATION:
LOCATION:
April 18, 2017
6:00 PM
1 Hour
UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
Map
Apr
19

Insuring Your Automobile

Having the correct auto insurance coverage can save you time and money. Topics discussed will be:

  • Auto insurance policies and the different types of coverage's available liability limits
  • The real definition of full coverage
  • Why minimum coverage is not a wise purchase
Parking map for the UFCU Plaza Event Center.
DATE:
TIME:
DURATION:
LOCATION:
April 19, 2017
6:00 PM
1.5 Hours
UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
Map
Apr
20

Teacher Retirement System 101

As a healthcare professional it’s important for you to understand your retirement options. At UFCU, available through CFS*, we want to help you reach your financial goals. Please join us to learn more about your choices and opportunities when considering retirement from TRS. Topics include:

  • TRS Retirement Rules
  • TRS Standard Annuity Calculation
  • Partial Lump Sum Option (PLSO)
  • Government Pension Offset (GPO)
  • Windfall Elimination Provision (WEP).

* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. UFCU has contracted with CFS to make non-deposit investment products and services available to credit union members.

CFS does not provide tax or legal advice. For such guidance, please consult a tax and/or legal advisor.

DATE:
TIME:
DURATION:
LOCATION:
April 20, 2017
11:30 AM
1.5 Hours
UTMB Jennie Sealy - Room 2.506A
301 8th St
Galveston, TX 77550
Map
Apr
20

Women and Investing

We all save money for retirement. However some of us face unique challenges when it comes to building wealth. In this seminar we will explore several common retirement savings challenges specific to women and offer strategies to overcome them.

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. UFCU has contracted with CFS to make non-deposit investment products and services available to credit union members.

CFS does not provide tax or legal advice. For such guidance, please consult a tax and/or legal advisor.

DATE:
TIME:
DURATION:
LOCATION:
April 20, 2017
6:00 PM
1 Hour
Highway 79 Financial Center
120 Palm Valley Cove
Round Rock, TX 78665
Map
Apr
25

Retirement Planning Over 50

This seminar will help you plan for a financially successful retirement. We will address:

  • Are you on track for the retirement you envision?
  • Do you know what type of income you can expect in retirement?

* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. UFCU has contracted with CFS to make non-deposit investment products and services available to credit union members.

CFS does not provide tax or legal advice. For such guidance, please consult a tax and/or legal advisor.

DATE:
TIME:
DURATION:
LOCATION:
April 25, 2017
6:00 PM
1 Hour
Ben White Financial Center
130 E Ben White Blvd
Austin, TX 78704-7210
Map
Apr
26

Financial Planning Basics

What are some of the basics of financial planning? A few of the topics discussed in this seminar are:

  • How to construct a budget and the importance of establishing an emergency fund
  • Credit fundamentals
  • Basic investment concepts, including risk tolerance and the difference between pre-tax, after-tax, and tax-deferred investments
  • Basic estate planning concepts

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. UFCU has contracted with CFS to make non-deposit investment products and services available to credit union members.

CFS does not provide tax or legal advice. For such guidance, please consult a tax and/or legal advisor.

DATE:
TIME:
DURATION:
LOCATION:
April 26, 2017
6:00 PM
1 Hour
N Guadalupe Financial Center
4611 Guadalupe St
Austin, TX 78751-2908
Map