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Workshops Seminars

Workshops and Seminars

We are dedicated to helping you become an educated consumer by offering an array of workshops and seminars 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.

Receive 500 Co-op Points for attending one of these workshops!

Workshops are offered more than once for your convenience, so if you can't make it to these dates, 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

Dates

  • Wednesday, 4/15/15, 5:45–7 p.m., Northampton - Register now
  • Thursday, 4/16/15, 12–1 p.m., Mercy Medical, Deliso Conference Center, Medical Staff Rm - Register now
  • Thursday, 4/30/15, 5:45–7 p.m., Hadley - Register now
  • Tuesday, 5/12/15, 12–1 p.m., Mercy Medical, Deliso Conference Center, O’Hara Rm - Register now
  • Wednesday, 5/20/15, 5:45–7 p.m., Hadley - Register now
  • Wednesday, 5/27/15, 5:45–7 p.m., Northampton - Register now

Budgeting Essentials

This budgeting overview presents five 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. This workshop also includes over 200 money saving tips you can start using right away.

Budgeting Essentials Slideshow (PDF)

Dates

  • Thursday, 4/16/15, 12–1 p.m., Shrewsbury, South St., Italy Conference Rm - Register now
  • Tuesday, 4/21/15, 5:45–7 p.m., Northampton - Register now
  • Wednesday, 4/22/15, 1–2 p.m., Mercy Medical, Deliso Conference Center, O’Hara Rm - Register now
  • Wednesday, 5/20/15, 12–1 p.m., Worcester, University Campus, Rm S7-105 - Register now

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.

Understanding Credit Slideshow (PDF)

Dates

  • Thursday, 5/14/15, 5:45–7 p.m., Hadley - Register now
  • Tuesday, 6/16/15, 12–1 p.m., Shrewsbury, South St., Italy Conference Rm - Register now
  • Wednesday, 6/17/15, 5:45–7 p.m., Northampton - Register now
  • Wednesday, 6/24/15, 5:45–7 p.m., Mercy Medical, Deliso Conference Center, Medical Staff 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.

Dates

  • Thursday, 5/21/15, 5:45–7 p.m., Mercy Medical, Deliso Conference Center, Medical Staff Rm - Register now

Legal Tender

Christian McEwen's play, Legal Tender, is based on personal interviews with more than 50 women. Each of their stories opens the door to what we call “emotional financial literacy” – without which financial literacy has little purchase. It is this confidence and ease, this ability to shape and articulate their own financial narrative, that we would like to share Money Stories in our upcoming workshop series at the Northampton Branch of the UMassFive College Federal Credit Union. Members and non-members are welcome to attend.

Dates

  • Wednesday, 5/20/15, 5:45–7 p.m., Northampton - Register now
  • Wednesday, 6/3/15, 5:45–7 p.m., Northampton - 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.