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.


Dec
06

TRS - Planning for Retirement Webinar

It's important for you to understand your retirement options. At UFCU, available through CFS*, 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 the Wealth Management Department, available through CUSO Financial Services, L.P. 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:
Dec 06, 2021
11:30 AM
1.5 Hours
Location Map
DATE:
TIME:
DURATION:
LOCATION:
December 06, 2021
11:30 AM
1.5 Hours
Online Webinar
PO Box 9350
Austin, TX 78766-9350
Map
Dec
08

Holiday Ready-Using Credit Cards Wisely Webinar

Holidays can mean lots of expenses, and a lot of people turn to credit cards to make it through. While credit cards can be a powerful financial tool if used wisely, they can also make it easy to spend too much money. In this webinar, we'll review what types of credit cards are available, the best way to use them, and how you can build a plan to get out of credit card debt.

This webinar supports the financial health pillar of borrowing.

DATE:
TIME:
DURATION:
December 8, 2021
6:00 PM
1 Hour
Location Map
DATE:
TIME:
DURATION:
LOCATION:
December 08, 2021
6:00 PM
1 Hour
Online Webinar
PO Box 9350
Austin, TX 78766-9350
Map
Dec
13

South MoPac Member Appreciation Event

It’s the season for giving, and we want to show our Members how much we love serving each of you. Join us at the South MoPac Branch lobby on December 13, 9–11:30 AM, for free coffee and prizes.

Also, if you visit the South MoPac Branch by December 12 for a 1-on-1 financial health consultation or credit review with a UFCU representative, you’ll get a ticket you can use on December 13 starting at 9AM for a delicious, free pancake treat made fresh on the spot by UFCU Member JP’s Pancake Company. Quantities are limited — come early so you don’t miss out.

This event supports the financial health pillar of planning.

Location Map
DATE:
TIME:
DURATION:
LOCATION:
December 13, 2021
9:00 AM
9–11:30 AM
S MoPac Branch
5033 W US Hwy 290 Service Rd
Austin , TX 78735-6751
Map