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Educational Events

Jul
12

Mortgage Home Buyer

Come learn how to buy your next home. UFCU is offering advice and information on how to qualify for a loan, what to expect from your REALTOR®, the benefits and pitfalls of purchasing a foreclosed home, and the meanings behind all the mortgage terminology and costs. We’ll share information about how to stop renting and enjoy all the financial and personal benefits of owning your own home.

Equal Housing Lender. 8303 N MoPac Expy, Austin, TX 78759. NMLS # 441215

Parking map for the UFCU Plaza Event Center.
Location Map
DATE:
TIME:
DURATION:
LOCATION:
July 12, 2018
6:15 PM
1 Hour 45 Minutes
UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
Map
Jul
18

Healthcare in Retirement

Current and soon-to-be retirees cite high medical costs as one of their main concerns in retirement. In this seminar, CFS* and UFCU explore the following retirement topics:

  • ABCs (and D) of Medicare
  • Medicare — what it covers and what it costs
  • Medicare Supplement Plans  

* 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.

Location Map
DATE:
TIME:
DURATION:
LOCATION:
July 18, 2018
6:00 PM
1 Hour
Steck Financial Center
3305 Steck Ave
Austin, TX 78757-7569
Map
Jul
18

Money Management and Budgeting

In today's economy, it's hard enough to keep up with the bills, let alone save money. If you find it difficult to manage your money, you're not alone. In this seminar created especially for teenagers, we’ll introduce you to these important topics:

  • What are your options for saving money?
  • How do you create a budget, save money, and achieve your financial goals?
  • What is cybersecurity and how can you stay safe online?
  • What do you do if you lose your debit card?
  • What if you need to reset your password?
Location Map
DATE:
TIME:
DURATION:
LOCATION:
July 18, 2018
6:00 PM
1 Hour 30 Minutes
Whitestone Interactive Financial Center
3200 E Whitestone Blvd
Cedar Park, TX 78613-7289
Map
Jul
24

Teacher Retirement System (TRS) 101

In this seminar, we’ll explore your options for reaching your financial goals when you retire from the TRS.* Please join us to learn more about your choices and opportunities when considering retirement. Specifically, we’ll discuss the following topics:

  • TRS Retirement Rules
  • TRS Standard Annuity Calculation
  • Partial Lump Sum Option (PLSO)
  • Government Pension Offset (GPO)
  • Windfall Elimination Provision (WEP)

* 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.

Location Map
DATE:
TIME:
DURATION:
LOCATION:
July 24, 2018
6:00 PM
1 Hours
N Guadalupe Financial Center
4611 Guadalupe St
Austin, TX 78751-2908
Map