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UMassFive's June Workshops

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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.

While there’s no such thing as a “one size fits all” plan, there are steps you can take to help increase the possibility of a financially confident retirement. This virtual educational seminar will help answer questions such as: “should I retire now or wait?” and “will my money last?” We will discuss the financial risks of retirement, and the essential elements of a retirement income plan.

June 25, 2024 -  5:30 pm to 6:30 pm


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.

June 20, 2024 - 5:30 pm to 6:30 pm

June 25, 2024 -  12:00 pm to 1:00 pm

Featured News
News
UMassFive is excited to announce Hilary Barnard in her new role as Human Resources Manager. Hilary comes to UMassFive with over 15 years of invaluable leadership experience.