UMassFive is always looking for opportunities to educate their members and the local community on financial related-subjects. For more than a decade, UMassFive has offered free financial wellness workshops, where you can gain insight into specific financial topics ranging from paying down debt to home buying, and much more.
During the first four months of 2025, the following UMassFive Financial Wellness webinars will be offered:
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.
Join UMassFive’s partners at GreenPath for an insightful webinar where you will learn how to make decisions to invest in yourself and the future generation, to build a stronger financial future.
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. 3 Things You Can Do This Week to Get Your Financial House in Order Join UMassFive’s partners at GreenPath who are hosting Dr. Darla Bishop, author of How to Afford Everything, for this webinar designed to help you gain clarity, control, and confidence with your finances.
3 Things You Can Do This Week to Get Your Financial House in Order
Join UMassFive’s partners at GreenPath who are hosting Dr. Darla Bishop, author of How to Afford Everything, for this webinar designed to help you gain clarity, control, and confidence with your finances.
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.
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.
Our licensed CFS* Financial Advisors will also present the following topics:
Start planning now! Whether you're just starting out, or have been saving for retirement your whole career, how do you know what is enough for when you’re finally ready to retire? Establishing a clear retirement plan can help provide clarity and confidence in your retirement savings and can allow you to make educated decisions with your savings and retirement investments. Join us for this educational seminar to learn the keys to quantifying your retirement—and create a plan to help achieve your goals.
Planning for Income in Retirement
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. The financial risks of retirement and the essential elements of a retirement income plan will be discussed.