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.


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