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
25

Life and Taxes — A Tax-Time Checkup Webinar

This virtual webinar will cover the SECURE Act, which made it easier and less expensive for small business owners to set up some retirement plans. We’ll also talk about some key lines on tax form 1040 and explore some of the life events that can have an impact on your retirement and estate planning, and we’ll discuss the resources you need to have a successful review with your financial professional. Please join us!

This webinar 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. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union Members. Fixed insurance products are offered through CFS Insurance & Technology Services, LLC. CFS does not provide tax or legal advice. For such guidance, please consult a qualified tax and/or legal advisor.

DATE:
TIME:
February 25, 2020
12:00 PM
Location Map
DATE:
TIME:
DURATION:
LOCATION:
February 25, 2021
12:00 PM
1 Hour
Online Webinar
PO Box 9350
Austin, TX 78766-9350
Map