About

Educational Events

UFCU seminars and events are built upon four pillars of financial health, designed to help you at every stage of your journey: spending, saving, borrowing, and planning.


Aug
09

TRS - Planning for Retirement Webinar

It's important for you to understand your retirement options. At UFCU, we want to help our Members reach their financial goals. In this webinar, we'll explore your options for reaching your financial goals when you retire with Teacher Retirement System of Texas (TRS) benefits. In this webinar, we’ll cover the following topics:

  • TRS Rules
  • TRS Pension Calculation and Survivor Benefit Options
  • Partial Lump Sum Option (PLSO)
  • Creating a Retirement Income Plan that includes your TRS benefits.
  • Voluntary Retirement Plans
  • Managing your retirement account investment options
  • Risk tolerance

Hosted by Rodney Nelson, CFS* Financial Advisor at University Federal Credit Union.

This event supports the financial health pillar of planning.

*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.

DATE:
TIME:
DURATION:
Aug 09, 2021
4 PM
1 Hour
Location Map
DATE:
TIME:
DURATION:
LOCATION:
August 09, 2021
4:00 PM
1 Hour
Online Webinar
PO Box 9350
Austin, TX 78766-9350
Map
Sep
13

Home Buying Webinar

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.

This webinar supports the financial health pillar of borrowing.

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

DATE:
TIME:
September 13, 2021
6:00 PM
Location Map
DATE:
TIME:
LOCATION:
September 13, 2021
6:00 PM
Online Webinar
PO Box 9350
Austin, TX 78766-9350
Map
Sep
15

Auto Insurance Webinar

Having the correct auto insurance coverage can save you time and money. In this webinar, you’ll learn about the following topics:

  • Auto insurance policies and different types of coverage
  • Liability limits
  • What full coverage really means
  • Why minimum coverage is not a wise purchase

This webinar supports the financial health pillar of planning.

DATE:
TIME:
September 15, 2021
Noon
Location Map
DATE:
TIME:
DURATION:
LOCATION:
September 15, 2021
12:00 PM
1 Hour
Online Webinar
PO Box 9350
Austin, TX 78766-9350
Map
Oct
09

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!*

This event supports the financial health pillar of planning.

* Weather permitting

Location Map
DATE:
TIME:
DURATION:
LOCATION:
October 09, 2021
10:00 AM
10 AM - 12 PM or until truck is full
N Guadalupe Branch
4611 Guadalupe St
Austin, TX 78751-2908
Map