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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.

Apr
20

Understanding Social Security Webinar

Join us for this educational workshop, where you’ll learn key facts about the Social Security program, including:

  • How benefits are calculated
  • Full retirement age and choosing the right time to file
  • Receiving benefits while working
  • Provisional income and tax implications
  • Options for spouses and ex-spouses

* 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.

DATE:
TIME:
DURATION:
April 20, 2021
Noon
1 Hour
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DATE:
TIME:
DURATION:
LOCATION:
April 20, 2021
12:00 PM
1 Hour
Online Webinar
PO Box 9350
Austin, TX 78766-9350
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Apr
22

Not If, But When: Insuring Against Hurricanes Webinar

When hurricanes approach, well-chosen insurance coverage can put your mind at ease. In the event of a loss, the fine print of your policy can make a big difference in your return to financial stability. Join our insurance professionals to get recommendations and to discuss:

  • Coverage- how much is enough for your home
  • Extended coverage through endorsements
  • What you need to know about flood insurance
  • The role that liability should play in your insurance decisions

This webinar supports the financial health pillar of planning.

DATE:
TIME:
DURATION:
April 22, 2021
12:00 PM
1 Hour
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DATE:
TIME:
DURATION:
LOCATION:
April 22, 2021
12:00 PM
1 Hour
Online Webinar
PO Box 9350
Austin, TX 78766-9350
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Apr
29

Understanding Social Security Webinar

Join us for this educational workshop, where you’ll learn key facts about the Social Security program, including:

  • How benefits are calculated
  • Full retirement age and choosing the right time to file
  • Receiving benefits while working
  • Provisional income and tax implications
  • Options for spouses and ex-spouses

* 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.

This event has been cancelled.
Location Map
DATE:
TIME:
DURATION:
LOCATION:
April 29, 2021
5:00 PM
1 Hour
Online Webinar
PO Box 9350
Austin, TX 78766-9350
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May
04

Making the Most of Your IRA Webinar

Navigating IRA rules can be very complicated. It's easy to make common, and costly mistakes, especially when it comes to contributions, rollovers, withdrawals, and required minimum distributions. Could you be making mistakes and not even know it?

Join us as we discuss common IRA mistakes, and learn how to avoid them.

This event 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.

DATE:
TIME:
DURATION:
May 04, 2021
5:00 PM 
1 Hour
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DATE:
TIME:
DURATION:
LOCATION:
May 04, 2021
5:00 PM
1 Hour
Online Webinar
PO Box 9350
Austin, TX 78766-9350
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May
06

Making the Most of Your IRA Webinar

Navigating IRA rules can be very complicated. It's easy to make common, and costly mistakes, especially when it comes to contributions, rollovers, withdrawals, and required minimum distributions. Could you be making mistakes and not even know it?

Join us as we discuss common IRA mistakes, and learn how to avoid them.

This event 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.

DATE:
TIME:
DURATION:
May 06, 2021
Noon 
1 Hour
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DATE:
TIME:
DURATION:
LOCATION:
May 06, 2021
12:00 PM
1 Hour
Online Webinar
PO Box 9350
Austin, TX 78766-9350
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May
12

Saving and Money Management Webinar

In today's economy, it's hard enough to keep up with the bills, let alone save money. If you find it difficult to manage your money, you're not alone. In this seminar, you’ll learn about your options for saving money. We’ll also explore how to create a budget, how to prioritize saving, and how to achieve your financial goals.

This event supports the financial health pillar of planning.

DATE:
TIME:
DURATION:
May 12, 2021
6:00 PM 
1 Hour
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DATE:
TIME:
DURATION:
LOCATION:
May 12, 2021
6:00 PM
1 Hour
Online Webinar
PO Box 9350
Austin, TX 78766-9350
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May
18

IRA Rollover: Understanding Options Webinar

Your retirement assets, such as your old 401k from your previous employer, or other similar plans, are an important part of your plan for retirement. One decision you will likely make is what to do with your qualified assets when you leave your employer. It's very important for you to understand the options you might have available, as well as the factors to consider when making a decision.

Join us as we review some of the rollover rules, as well as discussing how different choices might work for you.

This event 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.

DATE:
TIME:
DURATION:
May 18, 2021
Noon 
1 Hour
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Location Map
DATE:
TIME:
DURATION:
LOCATION:
May 18, 2021
12:00 PM
1 Hour
Online Webinar
PO Box 9350
Austin, TX 78766-9350
Map
Share
May
19

IRA Rollover: Understanding Options Webinar

Your retirement assets, such as your old 401k from your previous employer, or other similar plans, are an important part of your plan for retirement. One decision you will likely make is what to do with your qualified assets when you leave your employer. It's very important for you to understand the options you might have available, as well as the factors to consider when making a decision.

Join us as we review some of the rollover rules, as well as discussing how different choices might work for you.

This event 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.

DATE:
TIME:
DURATION:
May 19, 2021
5:00 PM
1 Hour
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Location Map
DATE:
TIME:
DURATION:
LOCATION:
May 19, 2021
5:00 PM
1 Hour
Online Webinar
PO Box 9350
Austin, TX 78766-9350
Map
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Jul
10

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 event supports the financial health pillar of planning.

* Weather permitting

Location Map
DATE:
TIME:
DURATION:
LOCATION:
July 10, 2021
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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Sep
13

Home Buying Webinar

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.

This webinar supports the financial health pillar of borrowing.

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

DATE:
TIME:
September 13, 2021
6:00 PM
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Location Map
DATE:
TIME:
LOCATION:
September 13, 2021
6:00 PM
Online Webinar
PO Box 9350
Austin, TX 78766-9350
Map
Share