UMassFive is dedicated to helping you become an educated consumer by offering an array of virtual workshops on topics from budgeting to home buying to much more.
Workshops and Seminars
We will offer the following complimentary sessions. Space is limited. Please RSVP online below or call locally at 413.256.5500 or toll free at 800.852.5886 to reserve your seat.
Workshops are offered more than once for your convenience, so if you can't make it to these dates, or don't see any workshop dates posted, please check back next month.
orange
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.
View Workshops
Raising Money-Smart Kids: Age-Appropriate Financial Guidance for Parents
Want to teach your kids about money but not sure where to start? Join us to learn how to guide your children through key financial concepts, tailored to their age and development. From teaching preschoolers the value of a dollar to helping teens manage money and save, we’ll provide practical tips and strategies to build lifelong financial confidence.
View Workshops
Your Guide to MassHousing and Homeownership
While MassHousing’s affordable mortgage loans and down payment assistance aren’t for everyone, they’re available to more people than you might think.
View Workshops
Wealth Management Webinars
Economic Outlook With LPL Research
Join your Wealth Advisor, Aimee Marden, for a webinar focused on income planning in retirement.
Retirement is a journey—and like mountain climbing, reaching the summit is only half the challenge. This engaging webinar introduces a structured approach to retirement preparedness by emphasizing the importance of income planning. Using the analogy of mountain climbing, attendees will learn how to transition from saving to spending, identify potential risks to retirement income, and explore strategies to ensure financial stability throughout retirement. The session highlights the role of financial professionals as guides who help navigate the complexities of income planning and support clients in achieving long-term financial goals.
View Workshops
Evolving Investment Strategies for Every Life Stage
Join your Wealth Advisor, Aimee Marden, along with Phil Hahn from Security Investment, for a webinar focused on investing.
During this session, we’ll explore how investment strategies can evolve to support your financial goals at every stage of life. From building a strong foundation in early adulthood to growing wealth during peak earning years and preserving assets in retirement, this session will help you align your portfolio with your changing priorities and risk tolerance. Learn key concepts such as diversification, asset allocation, and long-term planning to make informed decisions that reflect where you are and where you want to go financially.
View Workshops
Social Security and Your Retirement
Join your Wealth Advisor, Sam Einzig, along with Travis Stanley from TruStage, for a webinar focused on Social Security. Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. Join us for a no-cost, no-obligation webinar that will answer your Social Security questions and discuss routes you can take to help get the most out of your benefits. Find out how to set a clear direction on your road to retirement.
View Workshops
The Value of Incoming Planning for Retirement
Join your Wealth Advisor, Aimee Marden, for a webinar focused on income planning in retirement.
Retirement is a journey—and like mountain climbing, reaching the summit is only half the challenge. This engaging webinar introduces a structured approach to retirement preparedness by emphasizing the importance of income planning. Using the analogy of mountain climbing, attendees will learn how to transition from saving to spending, identify potential risks to retirement income, and explore strategies to ensure financial stability throughout retirement. The session highlights the role of financial professionals as guides who help navigate the complexities of income planning and support clients in achieving long-term financial goals.
View Workshops
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:
| NOT INSURED BY NCUA OR ANY OTHER GOVERNMENT AGENCY | NOT CREDIT UNION GUARANTEED | NOT CREDIT UNION DEPOSITS OR OBLIGATIONS | MAY LOSE VALUE |
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.