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.
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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. 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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Build Your Monthly Spending Plan
Are you one of many people who have created a spending plan in the past and had trouble sticking to it? If so, you are not alone!
In this webinar, our partners at GreenPath will guide you through the process to create a plan for where you want and need your dollars to go each month. You’ll leave knowing what your monthly spending plan is, and with tips to stick to it.
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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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Understanding Social Security
This informative seminar covers the basics of Social Security and reveals strategies that may help you maximize your benefits. The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Furthermore, and more importantly, your current decisions can also impact your surviving spouse and family well into the future.
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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.