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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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Homebuying 101

This workshop^ 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.

^ Workshop sponsored by Member Advantage Mortgage
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It's FAFSA Time!

Join our student loan provider, CU Student Choice, as they explore ins and outs of the Free Application for Federal Student Aid (FAFSA) - the most important piece of the financial aid puzzle!
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Retire Confidently Forum

Join our UMassFive CFS* Financial Advisors: Cooper Cerulo, Aimee Marden, and Dana Graham for an engaging forum on the topic of retiring with confidence.

Moderated by John Konikowski, RICP®, our experienced panel of CFS Financial Advisors will share their insight and knowledge regarding your financial circumstances following more than a year of financial uncertainty for many. In addition to the pandemic, there were regulatory changes with the SECURE Act and the CARES Act that impacted many individuals’ retirement savings accounts. Understanding the current economic environment and applying appropriate fundamental financial strategies may help you feel more confident about your future.
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Understanding Credit

This workshop is a primer in learning about the wise use of credit. It will help you understand your credit report, explain how credit scores are determined, and give you tips to improve your score. You will also learn what to look for to find the best credit card and the questions you should ask always ask when applying for a loan.
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Are you looking to learn about other financial topics?

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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.