University Federal Credit Union: Live, Learn, Prosper

Women & Investing

Women have unique financial issues and needs. This seminar presents information you should consider in taking control of your finances now and in the future for all stages of your life: just starting out, with family and career responsibilities, or if you are approaching or already in retirement.

 

This seminar is full and is no longer accepting reservations.

Date: April 24, 2014
Time: 6:00 PM
Location: UFCU Steck Financial Center
3305 Steck Ave
Austin, TX 78757
 

Tap Into Solutions To The Global Water Crisis

Why invest In Water? A global issue for decades to come, this presentation offers an explanation of the water investment cycle, presents information on water recycling, discusses the role of a water investment in a diversified portfolio and provides key reasons to consider the Calvert Global Water Fund.

Date: April 30, 2014
Time: 6:00 PM
Location: UFCU Ben White Financial Center
130 E Ben White Blvd
Austin, TX 78704
 

Teacher Retirement System 101

As an educator, it is important to you to help your students understand the choices that are available to them. At UFCU, we feel the same way about our members. Please join us to learn more about your choices and opportunities when considering retirement from TRS.

Topics include:

  • TRS Retirement Rules
  • TRS Standard Annuity Calculation
  • Partial Lump Sum Option (PLSO)
  • Government Pension Offset (GPO)
  • Windfall Elimination Provision (WEP)
Date: May 8, 2014
Time: 5:30 PM
Location: Hilton Galveston
5400 Seawall Blvd.
Galveston, TX 77551
 

Small Business Retirement Plans

Running a small business means that you wear many different hats. From salesperson to accountant to many more, you have to make decisions on a daily basis. Let us help with your retirement plan choices. Join us for this educational seminars where we will discuss the different plans available to you as a small business owner as well as the tax consequences of each plan.

Date: May 14, 2014
Time: 6:00 PM
Location: UFCU N Guadalupe Financial Center
4611 Guadalupe St
Austin, TX 78751
 

Retirementology Rethinking the American Dream in a New Economy

It’s time to give your retirement plans a wake-up call!  Retirementology® is a new approach to retirement planning that offers insights to help you overcome emotion-based financial behavior (including procrastination!) and start working toward the retirement you envision. The good news is that it’s not too late to get started (or to get back on track) and that there are products, programs, tools and techniques to help. The question is: “Will you take the first step?” Join us for this important seminar.

Securities available through CUSO Financial Services, L.P.

Date: May 15, 2014
Time: 6:00 PM
Location: UFCU Whitestone Financial Center
3200 E Whitestone Blvd
Cedar Park, TX 78613
 

I'm Retiring From TRS (But Not Retiring)

Please join us to learn more about your choices and opportunities when considering retirement from TRS. We will also discuss things you need to consider when TRS says you are eligible to retire from the system but you aren't sure you are financially ready to retire completely.

Date: June 10, 2014
Time: 6:00 PM
Location: UFCU N Guadalupe Financial Center
4611 Guadalupe St
Austin, TX 78751
 

Long Term Care

What's your Long Term Care plan?

  • Find out how to protect yourself and your family from one of the most costly services not covered under general medical care plans.
  • Learn how Long Term Care Insurance protects you in the event of prolonged physical illness
  • Discover the advantages of purchasing a Long Term Care policy while you are young

 

Insurance products and services are offered through CUSO Financial Services, Inc. ("CFS").  Products offered through CFS: are not NCUA/NCSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve risk including possible loss of principal.  Investment Representatives are licensed through CFS.  The credit union has contracted with CFS to make certain insurance products and services available to credit union members.

Date: June 11, 2014
Time: 6:30 PM
Location: UFCU Westlake Interactive Financial Center
701 S Capital of TX Hwy
West Lake Hills, TX 78746
 

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.

GES (Global Environmental Recycling) will be on-site to collect and recycle your electronics. For more information regarding GES and for a list of acceptable recycling items visit www.GESRecycles.com.

UFCU's Risk Manager Chris Miller will also be available to answer any questions and/or concerns about ID theft and other fraud issues. Mark your calendars now!*

*Weather permitting

Please note updated hours for event

Date: June 14, 2014
Time: 10:00 AM
Duration: 2 hours or until the truck is full
Location: UFCU N Guadalupe Financial Center
4611 Guadalupe St
Austin, TX 78751
 

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https://www.ufcu.org:443/learning/events/index.php?loc=menu