Alert!
alert:

There may be some interruptions to Online Banking Sep 27, 10–11:30 PM due to routine maintenance. Apologies for any inconvenience. Read More

 

About

Educational Events

Sep
27

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.

Parking map for the UFCU Plaza Event Center.
DATE:
TIME:
DURATION:
LOCATION:
September 27, 2017
6:00 PM
1 Hour
UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
Map
Oct
04

College Planning

A college education is one of the single greatest gifts you can give a child or grandchild. However, finding the funds for higher education can be a challenge. This workshop will explore several popular college funding strategies and help lay the foundation as you implement your own saving strategy.

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:
October 04, 2017
6:00 PM
1 Hour
N Guadalupe Financial Center
4611 Guadalupe St
Austin, TX 78751-2908
Map
Oct
05

Family Love Letter

If you love someone, you want to make sure they know how to find your professional advisors; where your investments, insurance, and other assets are held; what employee or retiree benefits you’re entitled to; where to find information on trusts, citizenship, military records, or business ownership; your plans for a special-needs family member; and which philanthropic organizations hold a place in your heart. Most importantly, you want them to know you love them enough to ensure they know what is important – about you and to you. If you love someone, give them the gift of a Family Love Letter.

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:
October 05, 2017
6:30 PM
1.5 Hours
UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
Map
Oct
07

Shred Day and Breakfast!

Criminals need very little information to steal identities and garbage cans offer an abundance of information when you toss paperwork in the trash. 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.

We’ll provide donuts and breakfast tacos. Plus, we’ll have a representative on hand available to answer any questions or concerns about ID theft and other fraud issues. Mark your calendars now!*


* Weather permitting

DATE:
TIME:
DURATION:
LOCATION:
October 07, 2017
10:00 AM
10 AM - 12 PM or until truck is full
Victory Lakes Interactive Financial Center
2500 S Gulf Freeway
League City, TX 77573
Map
Oct
12

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:
October 12, 2017
6:00 PM
1.5 hours
UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
Map
Oct
17

Get Your Retirement Back on Course

Emotions can drive investors to buy the latest hot fund near its peak and sell it after an unfortunate downward spiral. This “buy high, sell low” scenario is sadly not just an anecdote, but is very real for many individual investors. The end result is simple: Buying on greed and selling on fear might satisfy short-term emotional needs, but this lack of discipline can often compromise long-term objectives. In this seminar, we’ll discuss common choices in employer-sponsored retirement plans and how you can avoid these common mistakes.

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:
October 17, 2017
6:30 PM
1.5 Hour
UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
Map
Oct
17

Estate Planning Basics

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

The workshop will cover wills, trusts, powers of attorney, gifting and other important estate planning tools. We hope you'll join us to learn more about this vital topic, that is relevant to us all.

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:
October 17, 2017
6:30 PM
1 Hour
Victory Lakes Interactive Financial Center
2500 S Gulf Freeway
League City, TX 77573
Map
Oct
18

Estate Planning Basics

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

The workshop will cover wills, trusts, powers of attorney, gifting and other important estate planning tools. We hope you'll join us to learn more about this vital topic, that is relevant to us all.

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:
October 18, 2017
6:00 PM
1 Hour
UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
Map
Oct
19

Get Your Retirement Back on Course

Emotions can drive investors to buy the latest hot fund near its peak and sell it after an unfortunate downward spiral. This “buy high, sell low” scenario is sadly not just an anecdote, but is very real for many individual investors. The end result is simple: Buying on greed and selling on fear might satisfy short-term emotional needs, but this lack of discipline can often compromise long-term objectives. In this seminar, we’ll discuss common choices in employer-sponsored retirement plans and how you can avoid these common mistakes.

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:
October 19, 2017
6:00 PM
1 Hour
Highway 79 Financial Center
120 Palm Valley Cove
Round Rock, TX 78665
Map
Oct
24

Get Your Retirement Back on Course

Emotions can drive investors to buy the latest hot fund near its peak and sell it after an unfortunate downward spiral. This “buy high, sell low” scenario is sadly not just an anecdote, but is very real for many individual investors. The end result is simple: Buying on greed and selling on fear might satisfy short-term emotional needs, but this lack of discipline can often compromise long-term objectives. In this seminar, we’ll discuss common choices in employer-sponsored retirement plans and how you can avoid these common mistakes.

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:
October 24, 2017
6:00 PM
1 Hour
UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
Map