Skip to Main Content

About

Educational Events

Jan
23

Teacher Retirement System (TRS) 101

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:

  • 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. 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:
January 23, 2018
6:30 PM
1 Hours
Victory Lakes Interactive Financial Center
2500 S Gulf Freeway
League City, TX 77573
Map
Jan
25

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, 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.

Location Map
DATE:
TIME:
DURATION:
LOCATION:
January 25, 2018
6:30 PM
1 Hour
Westlake Interactive Financial Center
701 S Capital of Texas Hwy, Suite J
West Lake Hills, TX 78746
Map
Feb
07

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:
February 07, 2018
6:00 PM
1 Hour
Ben White Financial Center
130 E Ben White Blvd
Austin, TX 78704-7210
Map
Feb
15

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:
February 15, 2018
6:15 PM
1 Hour 45 Minutes
UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
Map
Feb
20

Identity Theft

Learn the fundamentals of cybersecurity and how to protect yourself from identity theft. 

Location Map
DATE:
TIME:
DURATION:
LOCATION:
February 20, 2018
6:30 PM
1 Hour
San Marcos Interactive Financial Center
1190 Thorpe Ln
San Marcos, TX 78666
Map
Feb
27

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, 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.

Location Map
DATE:
TIME:
DURATION:
LOCATION:
February 27, 2018
6:00 PM
1.5 Hour
Whitestone Interactive Financial Center
3200 E Whitestone Blvd
Cedar Park, TX 78613-7289
Map
Feb
28

Financial Planning Basics

In this workshop, you’ll learn the  basics of financial planning*, including these important skills: 

  • Creating a budget 
  • Establishing an emergency fund
  • Achieving and maintaining good credit
  • Understanding investment concepts, including risk tolerance and the difference between pre-tax, after-tax, and tax-deferred investments
  • Planning for your estate

* 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:
February 28, 2018
6:00 PM
1 Hour
Brodie Financial Center
9925 Brodie Ln
Austin, TX 78748-5612
Map
Mar
03

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:
March 03, 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
Mar
21

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, 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.

Location Map
DATE:
TIME:
DURATION:
LOCATION:
March 21, 2018
5:30 PM
1 Hour
Downtown Interactive Financial Center
703 Lavaca Street
Austin, TX 78701
Map
Mar
21

Retire on Purpose

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.

* 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:
March 21, 2018
6:00 PM
1 Hour
UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
Map