Skip to main content

Workshops and Seminars

Hero Default

UMassFive is dedicated to helping you become an educated consumer by offering an array of virtual workshops on topics from budgeting to home buying to much more.

We will offer the following complimentary sessions. Space is limited. Please RSVP online below or call locally at 413.256.5500 or toll free at 800.852.5886 to reserve your seat.

Workshops are offered more than once for your convenience, so if you can't make it to these dates, or don't see any workshop dates posted, please check back next month.


Cost of Healthcare in Retirement

Are you confident with your estimates on the cost of Health Care in retirement? If not, you’re not alone. In a recent poll, 84% of consumers either underestimated or simply don’t know the expenses for health care during their retirement years.
View Workshops

Homebuying 101

This workshop, sponsored by Member Advantage Mortgage, takes a step-by-step approach to home buying, so you fully understand the buying process. It includes locating and working with a real estate agent, understanding your financing options, tips on searching for a home, the value of inspections, and how to make an offer. You will also learn what closing costs are associated with getting a mortgage.
View Workshops

Paying Down Debt

Debt is a burden that many would like to lighten, but it can be tough to come up with a plan to do so. Attend this session to learn useful tips on paying down debt quicker while avoiding late fees and keeping your budget on track. You’ll also receive resources related to student loan repayment.
View Workshops

Resources for Veterans: From Services to Financial Stability

A veteran – active duty, discharged, retired, or reserves – is someone who, at one point in their life, wrote a blank check made payable to “The United States of America” for the amount of, “up to and including their life.” It is an honor for those who serve our country in this way.

America’s veterans and service members face unique financial challenges, often due to the stresses of serving, injuries, suffering from PTSD, and struggles adjusting back to civilian life. The question is often asked: how can we support our veterans and their families? Join GreenPath as they discuss some of the challenges our veterans face, as well as resources for and solutions to those challenges.
View Workshops

Retire Confidently Forum 3.0

Join your UMassFive CFS* Financial Advisors: Aimee Marden, Dana Graham, and Sam Einzig with special guest speaker Matt Gill, Regional VP, Jackson National, for an engaging forum on the topic of retiring with confidence.
View Workshops

Sinking Funds: Your Savings Strategy for (Un)Expected Expenses

Join our partners at GreenPath as they discuss the concept of sinking funds and how you can structure your savings to prepare for the unexpected. It’s never enjoyable when unexpected expenses pop up in our day-to-day financial situation. What if we can turn unexpected expenses into expected expenses and remove some stress from these situations?
View Workshops

Understanding Credit

Come to this session to learn about what is included in your credit report, how credit scores are calculated, what they are used for, and how you can have an impact on yours.
View Workshops

*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. UMassFive College Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.