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Educational Events

Apr
25

What is the State of Your Estate?

Do you honestly know the state of your estate? This seminar covers 
four important points of estate planning* to help you move from a state of confusion to feeling secure about the legacy you leave behind. Take advantage of this unique opportunity to help protect your loved ones. 

* 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.


Parking map for the UFCU Plaza Event Center.
Location Map
DATE:
TIME:
DURATION:
LOCATION:
April 25, 2018
6:00 PM
1 Hour
UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
Map
May
01

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:
May 01, 2018
6:30 PM
1 Hour
Victory Lakes Interactive Financial Center
2500 Gulf Freeway S
League City, TX 77573
Map
May
08

New/Used Auto Shopping and Auto Insurance

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.

Location Map
DATE:
TIME:
DURATION:
LOCATION:
May 08, 2018
6:00 PM
1 Hour
N Guadalupe Financial Center
4611 Guadalupe St
Austin, TX 78751-2908
Map
May
08

Credit 101 — Understanding Your Credit Score

Your credit score can save you (or cost you) thousands of dollars. In this seminar, we’ll explain the difference between good credit, bad credit, and no credit. We’ll also share tips on how you can position yourself for the best possible rates, regardless of your credit score today.  

Location Map
DATE:
TIME:
DURATION:
LOCATION:
May 08, 2018
6:30 PM
1 Hour
San Marcos Interactive Financial Center
1190 Thorpe Ln
San Marcos, TX 78666
Map
May
08

The Credit Union Difference — UFCU Accounts and Services

This seminar will explain the difference between credit unions and banks and their differing approaches to personal finances. You’ll also learn how credit unions are designed to help empower Members. And we’ll provide a detailed list of all the products and services available to our Members. 

Location Map
DATE:
TIME:
DURATION:
LOCATION:
May 08, 2018
6:30 PM
1 Hour
University Financial Center
2244 Guadalupe St
Austin, TX 78705-5217
Map
May
09

Estate Planning Basics

Many people believe that estate planning is only for the wealthy. Nothing could be further from the truth. This workshop will help you and your family understand basic techniques to become better prepared for life’s unexpected events.

You’ll learn about wills, trusts, powers of attorney, gifting, and other important estate planning tools. CFS* and UFCU hope you'll join us to explore this vital topic.

* 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.

Location Map
DATE:
TIME:
DURATION:
LOCATION:
May 09, 2018
6:00 PM
1 Hour
San Marcos Interactive Financial Center
1190 Thorpe Ln
San Marcos, TX 78666
Map
May
10

Buying Your VA Home

Learn how to buy your first home. We’ll offer 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. Plus we’ll cover the basics of VA financing. This seminar is tailored to help military families from all branches of our armed services understand the VA Home Loan program:

  • What is a VA guaranteed loan?
  • Who is eligible?
  • What is the loan criteria?
  • How do I get started?

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:
May 10, 2018
6:15 PM
1 Hour 45 Minutes
UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
Map
May
16

Credit 101 — Understanding Your Credit Score

Your credit score can save you (or cost you) thousands of dollars. In this seminar, we’ll explain the difference between good credit, bad credit, and no credit. We’ll also share tips on how you can position yourself for the best possible rates, regardless of your credit score today.  

Location Map
DATE:
TIME:
DURATION:
LOCATION:
May 16, 2018
6:00 PM
1.5 Hours
Whitestone Interactive Financial Center
3200 E Whitestone Blvd
Cedar Park, TX 78613-7289
Map
May
16

Retirement Income Planning

Learn how to plan for a financially successful retirement. CFS* and UFCU can help you determine whether you’re on track for the retirement you envision and what type of income you might expect during your retirement. 

* 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.

Location Map
DATE:
TIME:
DURATION:
LOCATION:
May 16, 2018
6:00 PM
1 Hour
Steck Financial Center
3305 Steck Ave
Austin, TX 78757-7569
Map
Jun
02

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. 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

Location Map
DATE:
TIME:
DURATION:
LOCATION:
June 02, 2018
10:00 AM
10 AM - 12 PM or until truck is full
N Guadalupe Financial Center
4611 Guadalupe St
Austin, TX 78751-2908
Map