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UMassFive Offers an Array of Financial Wellness Webinars

- News

UMassFive is always looking for opportunities to educate our 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 2024, the following UMassFive Financial Wellness webinars will be offered:

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.

Reaching Your Financial Goals in 2024

Join UMassFive’s partners at GreenPath for a webinar to learn how to set AND actually reach your financial goals in 2024.

Understand Your Money Personality

Join us to learn how your money personality, and the money personalities of those you share financial decisions and responsibilities with, may impact your ability to reach your goals.

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.

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.

Student Loan Refinance - Steps for Successful Savings

Learn more about student loan refinance and the process surrounding it, with real-life examples. What types of student loans do you have? Is refinancing right for you? How do you choose a lender? Join our Credit Union Student Choice College Counselor to get these questions answered!

Our licensed CFS* Financial Advisors will also present the following topics:


Understanding Social Security

This informative seminar covers the basics of Social Security and reveals strategies that may help you maximize your benefits.

Saving for Retirement: IRA Need-to-Knows

Join us in learning how you can plan for a financially successful retirement! We'll cover the importance of saving for retirement

Retirement Plan Rollover Options

Have you recently changed jobs, or are you unsure of what to do with a 401k from a previous employer? Now is the perfect time to look over your rollover options!

Join us for this educational webinar to learn how you can make informed decisions, including how to rollover old 401k's and consolidate your retirement accounts.

View all Workshops

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