Skip to main content

UMassFive's May Workshops

May 2, 2022 - News

Retirement Income Planning

Retirement income planning is the process of understanding how much income you’ll need during your retirement years to support the retirement lifestyle you want, and positioning your assets to help provide that income.

May 17, 2022 - 12:00 pm to 1:00 pm

May 24, 2022 - 5:30 pm to 6:30 pm


Student Loans: Connecting the Pieces

Join our student loan provider, Credit Union Student Choice, to learn more about the financial aid process, federal and private student loans, smart borrowing tips, and the timeline from application through disbursement and servicing.

May 18, 2022 - 1:00 pm to 2:00 pm

May 18, 2022 - 6:00 pm to 7:00 pm


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

May 18, 2022 - 5:30 pm to 7:00 pm


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.

May 25, 2022 - 5:30 pm to 6:30 pm

View all Workshops Here