2025 V3 Article - Retire Confidently Forum 5.0

Retire Confidently Forum 5.0

Join UMassFive Wealth Management’s Wealth Advisors, Aimee Marden and Sam Einzig, along with moderator Jonathan Stroup, for an interactive forum on how to Retire Confidently, happening on September 30, 2025.

Planning for retirement can feel overwhelming—especially after the economic uncertainty of recent years. Our experienced panel will share timely insights and practical strategies to help you better navigate today’s financial landscape and approach retirement with greater clarity and confidence.

We’re also excited to share how our new partnership with broker-dealer LPL Financial (“LPL”) is enabling us to bring you access to industry-leading technology, a broader range of investment options, and expanded support to better help you achieve your financial goals.

Whether you’re nearing retirement or simply want to make sure your plans are on track, this session is designed to empower you with tools and knowledge to help you feel prepared for what’s ahead.

Bring your questions and take advantage of this opportunity to review your plans, gain expert perspectives, and take meaningful steps toward the retirement you deserve.

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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. UMassFive College Credit Union and UMassFive Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using UMassFive Wealth Management, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, UMassFive College Credit Union or UMassFive Wealth Management. Securities and insurance offered through LPL or its affiliates are: