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Educational Events

Educational Events

UFCU seminars and events are built upon four pillars of financial health, designed to help you at every stage of your journey: spending, saving, borrowing, and planning.

Dec
04

Estate Planning Basics

Many people believe that estate planning is only for the wealthy. Nothing could be further from the truth. This workshop will help you and your family understand basic techniques to become better prepared for life’s unexpected events.

You’ll learn about wills, trusts, powers of attorney, gifting, and other important estate planning tools. We hope you'll join us to explore this vital topic.

This seminar supports the financial health pillar of planning.

* 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. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union Members. Fixed insurance products are offered through CFS Insurance & Technology Services, LLC. CFS does not provide tax or legal advice. For such guidance, please consult a qualified tax and/or legal advisor.

Location Map
DATE:
TIME:
DURATION:
LOCATION:
December 04, 2019
6:00 PM
1 Hour
Brodie Financial Center
9925 Brodie Ln
Austin, TX 78748-5612
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Dec
07

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. UFCU Asset Protection team members will also be available to answer your questions about identity theft or other fraud issues. Mark your calendars now!*

This seminar supports the financial health pillar of planning.

* Weather permitting

Location Map
DATE:
TIME:
DURATION:
LOCATION:
December 07, 2019
10:00 AM
10 AM - 12 PM or until truck is full
N Guadalupe Financial Center
4611 Guadalupe St
Austin, TX 78751-2908
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Jan
16

Home Buying

Come learn how to buy your next 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 foreclosed home, and the meanings behind all the mortgage terminology and costs. We’ll share information about 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

This seminar supports the financial health pillar of borrowing.

Location Map
DATE:
TIME:
DURATION:
LOCATION:
January 16, 2020
6:30 PM
1.5 Hours
University Financial Center
2244 Guadalupe St
Austin, TX 78705-5217
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Feb
05

Home Buying

Come learn how to buy your next 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 foreclosed home, and the meanings behind all the mortgage terminology and costs. We’ll share information about 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

This seminar supports the financial health pillar of borrowing.

Location Map
DATE:
TIME:
DURATION:
LOCATION:
February 05, 2020
5:30 PM
1.5 Hours
Highway 79 Financial Center
120 Palm Valley Cove
Round Rock, TX 78665
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Feb
20

Home Buying

Come learn how to buy your next 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 foreclosed home, and the meanings behind all the mortgage terminology and costs. We’ll share information about 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

This seminar supports the financial health pillar of borrowing.

Parking map for the UFCU Plaza Event Center.
Location Map
DATE:
TIME:
DURATION:
LOCATION:
February 20, 2020
6:15 PM
1.5 Hours
UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
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Mar
02

Teacher Retirement System (TRS) 101

In this seminar, we’ll explore your options for reaching your financial goals when you retire from the TRS.* Please join us to learn more about your choices and opportunities when considering retirement. Specifically, we’ll discuss the following topics:

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

This seminar supports the financial health pillar of planning.

* 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. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union Members. Fixed insurance products are offered through CFS Insurance & Technology Services, LLC. CFS does not provide tax or legal advice. For such guidance, please consult a qualified tax and/or legal advisor.

Location Map
DATE:
TIME:
DURATION:
LOCATION:
March 02, 2020
5:30 PM
1.5 Hours
N Guadalupe Financial Center
4611 Guadalupe St
Austin, TX 78751-2908
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Mar
07

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. UFCU Asset Protection team members will also be available to answer your questions about identity theft or other fraud issues. Mark your calendars now!*

This seminar supports the financial health pillar of planning.

* Weather permitting

Location Map
DATE:
TIME:
DURATION:
LOCATION:
March 07, 2020
10:00 AM
10 AM - 12 PM or until truck is full
N Guadalupe Financial Center
4611 Guadalupe St
Austin, TX 78751-2908
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Mar
11

Planning for Long-Term Care — Protecting Your Life Savings

What's your long-term care plan?* Find out how to help protect yourself and your family from one of the most costly services not covered under general medical care plans. Learn how long-term care insurance can protect you in the event of prolonged physical illness. And discover the advantages of purchasing a long-term care policy earlier in life.

This seminar supports the financial health pillar of planning.

* 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. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members. Fixed insurance products are offered through CFS Insurance & Technology Services, LLC.

Location Map
DATE:
TIME:
DURATION:
LOCATION:
March 11, 2020
6:00 PM
1 Hour
Steck Financial Center
3305 Steck Ave
Austin, TX 78757-7569
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Mar
19

Investment Basics

Do you understand basic investment concepts? In this workshop, CFS* and UFCU explore the following topics: 

  • General investment concepts
    • Inflation and compounding
    • Goals and time horizons
    • Risk and return
    • Types of investment options
  • General investment strategies
    • Asset allocation
    • Dollar cost averaging

This seminar supports the financial health pillar of planning.

* 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 qualified tax and/or legal advisor.

Parking map for the UFCU Plaza Event Center.
Location Map
DATE:
TIME:
DURATION:
LOCATION:
March 19, 2020
6:00 PM
1 Hour
UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
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Apr
08

Insuring Your Home

All home insurance policies are not the same. It’s very important to know what you’re buying when you’re insuring your home. In this seminar, we’ll explore the following topics:

  • How home insurance rates are determined
  • Different types of home insurance policies
  • The correct dwelling limit for your home
  • Basic home insurance coverage
  • Optional home coverage
  • Liability and the homeowner

This seminar supports the financial health pillar of planning.

Parking map for the UFCU Plaza Event Center.
Location Map
DATE:
TIME:
DURATION:
LOCATION:
April 08, 2020
6:00 PM
1 Hour
UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
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