Webinars

Join an upcoming workshop from the comfort of your home or office

Join us as we discuss a variety of topics to increase your financial awareness. Financial education is an important aspect of any long-term plan.

Upcoming Workshops

Social Security and Your Retirement

Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works.

When: Feb 6, 2024 07:00 PM CST




Rollover Planning

Changing jobs is a common experience for most U.S. workers. But, what’s the right thing to do with your retirement savings plan account from a previous employer? What are your options, and how can your decision impact your long-term retirement savings?


When: Mar 12, 2024 07:00 PM CST


The 3 Transitions to Retirement

Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement.

When: Feb 20, 2024 07:00 PM CST

Register Now


Women and Investing

There’s no denying the facts: Women tend to earn less than men and live longer than men. If you’re a woman who would like to retire one day, you may need to save more and invest more than men.

When: Mar 26, 2024 07:00 PM CST

Register Now





Meet Our Financial Consultants


Joe James, CFP® 

Joe helps clients and their families work toward their financial goals by providing analysis and guidance on critical wealth management issues, such as investments, retirement accumulation and distribution strategies, insurance reviews, college planning and estate planning advice.

Joe James
Vice President
(512) 501-8211
joejames@gtfcu.org
Begin your Financial Planning Journey with Joe

Greta Messarra Woodward, CRPC® 

Greta has passionately served in the financial industry since 2000 and maintains several licenses including insurance and the Chartered Retirement Planning Counselor designation. Greta says the most important part of being a financial advisor is the freedom to put her clients first and to always do what is right, backed by the commitment to provide quality investments and excellent service.
Greta Messarra Woodward
Financial Consultant
(512) 501-8260
gretamessarra@aggielandcu.org

Daniel Butcher 

Daniel works with different clients, from individuals, families, to small and businesses.  His focus is on complete financial education and service, including planning, budgeting, investing, credit management, and more.  He’s often out in the field visiting clients at their business, and giving educational seminars on different financial topics.

Daniel Butcher
Wealth Advisor
(512) 501-8316
danielbutcher@gtfcu.org
Begin Your Financial Planning Journey with Daniel


Your Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Greater Texas Credit Union and Greater Texas  Financial Solutions are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Greater Texas Financial Solutions, and may also be employees of Greater Texas Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Greater Texas Credit Union or Greater Texas Financial Solutions. The Greater Texas Financial Solutions site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. 

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