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.


Jul
20

Estate Planning Basics and Wealth Transfer Planning Webinar

Many people believe that estate planning is only for the wealthy. Nothing could be further from the truth. This webinar 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 host CFS* Financial Advisor, Melody Brady in an exploration of this vital topic, presented by Estate Planning attorney Doug Paul.

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:
July 20, 2021
Noon
1 Hour
Location Map
DATE:
TIME:
DURATION:
LOCATION:
July 20, 2021
12:00 PM
1 Hour
Online Webinar
PO Box 9350
Austin, TX 78766-9350
Map