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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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Financial Planning (New Year’s Resolutions) Basics

It’s the New Year: do you have a strong financial plan? Having one is the foundation upon which sound investment choices can be made, so that wealth may be built.

Financial Planning for Women

Today, more women than ever are responsible for their own financial well-being, and the well-being of their families. But women often face unique financial challenges.

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.

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 focus is on learning how to pay down debt.
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Five Tips for Refinancing Student Loans

Join CUSC for their free webinar covering topics such as: understanding federal updates, student loans, and more!
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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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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.