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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FAFSA 2027-2028 – Key Updates for Students and Families

The Free Application for Federal Student Aid (FAFSA) opens each year in October and is the key to unlocking funding for college. While the 2027-2028 FAFSA process should be similar to last year’s, financial aid options have been impacted by the OBBB — especially for graduate students.
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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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Merry and Mindful Holiday Shopping

Learn more about your money personality, understand your spending tendencies, and discover practical strategies to help you approach the season with greater confidence, balance, and intention.
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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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Understanding Credit

Join us 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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Wealth Management Webinars

Retiring Confidently Financial Forum

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. 

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 partnership with broker-dealer LPL Financial (“LPL”) enables us to bring you access to industry-leading technology, a broad range of investment options, and 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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Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

LPL Financial Form CRS
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: 

UMassFive College Federal Credit Union (“UMassFive”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay UMassFive for these referrals. This creates an incentive for UMassFive to make these referrals, resulting in a conflict of interest. UMassFive is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

TruStage™ is the marketing name for TruStage Financial Group, Inc. its subsidiaries and affiliates, these entities and Travis Stanley are not affiliated with LPL Financial. TruStage™ Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution.  All contracts and forms may vary by state and may not be available in all states or through all broker/dealers.