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Workshops and Seminars

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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.

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

This budgeting overview presents four basic steps to better money management in an easy-to-understand manner. Learn how to set realistic financial goals, create a budget, and understand how to use credit wisely.
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Creating a Lasting Legacy with Life Insurance

Do you have an IRA but don’t need it to help supplement your retirement income? Do you know what you want to do with your Required Minimum Distributions (RMDs) each year? Learn how you can take advantage of these distributions to provide a legacy of lifetime income for your beneficiaries.
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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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Paying Down Debt

Debt is a burden many of us want to lighten. Attend this workshop to learn useful tips on paying down debt quicker, all while avoiding late fees! Basic Budgeting is covered but the focus is on learning how to pay down debt.
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Retire Confidently Forum 2.0

Join two of your UMassFive CFS* Financial Advisors: Cooper Cerulo and Aimee Marden, with special guest speaker Kevin Flynn, VP, Lincoln Financial Group, for an engaging forum on the topic of retiring with confidence.

Moderated by Brad Decker, MBA, our experienced panel will share their insight and knowledge regarding your financial circumstances following several years of financial uncertainty for many. Understanding the current economic environment and applying appropriate fundamental financial strategies may help you feel more confident about your future.

Bring your questions for our Panel, and use this opportunity to review your plans to ensure that you are on track to Retire Confidently.
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Student Loan Forgiveness Webinar

After 2 ½ years of federal student loans being on pause, recent announcements of relief, including loan forgiveness, mean there is a lot of new information to navigate. Join GreenPath Financial Wellness for a special webinar to gain clarity on the current status of federal student loans and what you need to do now.
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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.