Skip to main content

Workshops and Seminars

purple
Hero Default

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.

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

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.
View Workshops


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.
View Workshops


Real $tories Live – Exploring the Link between Mental and Financial Health

This webinar offered by our partners at GreenPath, features a lively discussion about tips, challenges, and resources when it comes to caring for our mental and financial well-being.
View Workshops


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 Workshops

 

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. UMassFive College Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.