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.


Jun
23

Optional Retirement Program (ORP)

Have you chosen the Optional Retirement Program instead of the Teacher Retirement System of Texas (TRS)? CFS* and UFCU can help you navigate the complexities of ORP so you can prepare for retirement. In this seminar, we’ll cover the following topics:

  • How ORP works
  • Contribution limits
  • Voluntary retirement plans through your employer
  • Investment options
  • Which investment allocation options are best for you
  • Managing your investment account
  • Risk tolerance

* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (MemberFINRA/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:
June 23, 2020
5:00 PM
1 Hour
Galveston Financial Center
428 Postoffice St
Galveston, TX 77550
Map