Official Credit Union of UMass Athletics

Official Credit Union of UMass Athletics

Workshops Seminars

Workshops and Seminars

We are dedicated to helping you become an educated consumer by offering an array of workshops on topics from budgeting to home buying.

UMassFive will offer the following complimentary sessions at designated branches. Seating is limited. Please RSVP locally to 413.256.5500 or toll free to 800.852.5886 or register online below 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.

View complimentary seminars from our CFS* Financial and Investment Services Team here.

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

Homebuying 101 Materials


  • Thursday, 9/20/18, 12–1 p.m., Worcester, University Campus, Rm S7 - 105 - Register now
  • Thursday, 10/18/18, 5:45–7:45 p.m., Northampton (243 King St, Potpourri Plaza, Tenant Conference Rm) - Register now
  • Wednesday, 10/24/18, 12–1p.m., Mercy Medical Center, Rose Garvey Room - Register now
  • Thursday, 11/8/18, 5:45–7:45 p.m., Hadley Branch - Register now
  • Friday, 11/16/18, 12–1 p.m., Worcester, University Campus, Rm S1 - 123 - Register now

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.

Budgeting 101 Materials


  • Wednesday, 10/17/18, 12–1 p.m., Worcester, University Campus, Rm S7 - 105 - Register now

Identity Theft

Learn how to minimize the risk of having your identity stolen by managing personal information wisely and cautiously.

Resources: Identity Theft Materials


  • Wednesday, 10/10/18, 5:45–7 p.m., Northampton, (243 King St, Potpourri Plaza, Tenant Conference Rm) - Register now

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, through these workable tips! Basic Budgeting is covered but focus is on learning how to pay down debt.

Paying Down Debt Materials


  • Tuesday, 11/13/18, 5:45–7p.m., Hadley Branch - Register now

For questions or assistance, contact a friendly UMassFive representative today!

*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. 

**CFS and its Financial Advisors do not provide tax or legal advice. For such advice, please consult with a qualified tax professional.