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In this seminar, CFS* and UFCU 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:
* 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.
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, you’ll learn about your options for saving money. We’ll also explore how to create a budget, how to prioritize saving, and how to achieve your financial goals.
Learn what to look for when purchasing a new or used vehicle at a dealership. In this seminar, we’ll explore how dealerships receive financing as well as what kind of auto insurance you’re required to carry in the state of Texas.
Learn the fundamentals of cybersecurity and how to protect yourself from identity theft.
In this workshop, you’ll learn the basics of financial planning*, including these important skills:
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. UFCU Asset Protection team members will also be available to answer your questions about identity theft or other fraud issues. Mark your calendars now!*
* Weather permitting
In this seminar, CFS* and UFCU will focus on the importance of creating a satisfying, purpose-driven life — and how a sense of purpose can actually help you live longer, healthier, and happier. You’ll leave with some tools to help put that life and your retirement* goals within your reach so you can begin reconciling your desires with your financial priorities.