Workshops and Seminars

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.

Budgeting 101

No matter what your financial situation is like, managing your money can be overwhelming. Attend this judgment-free session to get some tips on how to simplify the process. Learn how to analyze where your money is going now, how you can make changes to that, and how to make sure that you spend and save money strategically.
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Financial Planning Challenges for Women

Today, more women than ever are responsible for their own financial well-being, and the well-being of their families. Women often face unique financial challenges. That's why it's so important—no matter what life stage you/they are in–that women know how to save, invest, and plan for their future. This virtual educational seminar will go into detail on the challenges women face when it comes to saving for retirement and planning for retirement income.
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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.
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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.
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Real $tories Live – Exploring the Link between Mental and Financial Health

This webinar offered by our partners at GreenPath, features a lively discussion about tips, challenges, and resources when it comes to caring for our mental and financial well-being.
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Retirement Income Planning

Retirement income planning is the process of understanding how much income you’ll need during your retirement years to support the retirement lifestyle you want, and positioning your assets to help provide that income.
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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. You will leave this workshop with tips on how to build, maintain, or improve your credit score, and make it work for you!
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*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.