UMassFive is dedicated to helping you become an educated consumer by offering an array of 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.
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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.
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Coffee With Cooper
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 one of these educational webinar sessions to learn how you can make informed decisions, including how to roll over old 401k's and consolidate your retirement accounts.
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College 101
Join our student loan provider, Credit Union Student Choice, to learn more about how to plan, prepare, and pay for college. Topics will include Grants & Scholarships, Federal Direct Loans, Private Student Loans, FAFSA & more!
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GreenPath's Best Kept Secret
For many of us, the past few years have been impacted by uncertainty, especially around finances. In the face of unexpected changes and inflation, many households have turned to credit cards to manage daily expenses and emergencies.
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Multi-Generation Wealth Planning Forum
Join your UMassFive CFS* Financial Advisors: Aimee Marden, Cooper Cerulo, and Dana Graham, with special guest speakers, for an interactive forum on the topic of multi-generational income planning.
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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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Preparing Your Finances for Back to School
Whether you are preparing for your student to return to elementary, high school, or college, it’s important to have a plan for the financial costs. Join this informative webinar for tips and strategies to manage some of the costs associated with heading back to school, including technology, supplies, and tuition.
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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.
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Understanding Credit
Come to this session 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.
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*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.