About

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.


Jan
17

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 17, 2019
6:00 PM
1 Hour 15 Minutes
University Financial Center
2244 Guadalupe St
Austin, TX 78705-5217
Map
Jan
23

Retire on Purpose

In this seminar, CFS* and UFCU will focus on the importance of creating a satisfying, purpose-driven life — and how a sense of purpose can actually help you live longer, healthier, and happier. You’ll leave with some tools to help put that life and your retirement* goals within your reach so you can begin reconciling your desires with your financial priorities.

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.

Location Map
DATE:
TIME:
DURATION:
LOCATION:
January 23, 2019
6:00 PM
1 Hour
Steck Financial Center
3305 Steck Ave
Austin, TX 78757-7569
Map
Jan
29

Retirement Income Planning

Learn how to plan for a financially successful retirement.* We can help you determine whether you’re on track for the retirement you envision and what type of income you might expect during your retirement.

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:
January 29, 2019
6:00 PM
1 Hour
N Guadalupe Financial Center
4611 Guadalupe St
Austin, TX 78751-2908
Map
Feb
07

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 07, 2019
6:15 PM
1 Hour and 15 Minutes
UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
Map
Feb
12

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:
February 12, 2019
5:00 PM
1 Hour
Galveston Financial Center
428 Postoffice St
Galveston, TX 77550
Map
Feb
12

Understanding Your Credit Score

Your credit score can save you (or cost you) thousands of dollars. In this seminar, we’ll explain the difference between good credit, bad credit, and no credit. We’ll also share tips on how you can position yourself for the best possible rates, regardless of your credit score today.  

This seminar supports the financial health pillar of borrowing.

Location Map
DATE:
TIME:
DURATION:
LOCATION:
February 12, 2019
6:15 PM
1 Hour
Mueller Interactive Financial Center
1801 E 51 St, Suite 200
Austin, TX 78723
Map
Feb
21

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:
February 21, 2019
6:00 PM
1 Hour
UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
Map
Feb
27

Life Insurance Basics

What type of life insurance policy is best for you? It really depends on your needs, and the better you understand the different types of insurance, the easier it will be for you to decide which type is best for you. We will answer the following key questions:

  • What can life insurance do?
  • What are the different types of life insurance?
  • How much life insurance do you need?
  • And more…

Our goal is to help you have a stronger understanding of life insurance so you can be better equipped to make decisions about purchasing  it.

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:
February 27, 2019
6:00 PM
1 Hour
Brodie Financial Center
9925 Brodie Ln
Austin, TX 78748-5612
Map