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.

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

Dates

  • Wednesday, 9/20/17, 12-1 p.m., Mercy Medical, Deliso Conference Center, O’Hara Rm - Register now

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

Dates

  • Thursday, 9/21/17, 12–1 p.m., Worcester, University Campus, Rm S1-123 - Register now
  • Thursday, 9/21/17, 5:45–7 p.m., Hadley Branch - Register now
  • Wednesday, 10/18/17, 5:45–7 p.m., Northampton (243 King St, Potpourri Plaza, Suite 234, 2nd floor) - Register now
  • Wednesday, 10/18/17, 12–1p.m., Mercy Medical Center, Medical Staff Room - Register now
  • Tuesday, 11/7/17, 5:45–7 p.m., Hadley Branch - Register now
  • Thursday, 11/16/17, 12–1 p.m., Worcester, University Campus, Rm S1-605 - 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 Materials

Dates

  • Tuesday, 10/10/17, 5:45–7 p.m., Northampton (243 King St, Potpourri Plaza, Suite 234, 2nd floor) - Register now
  • Wednesday, 10/11/17, 12–1 p.m., Worcester, University Campus, Library Conference Rm - Register now
  • Wednesday, 11/15/17, 12–1 p.m., Mercy Medical, Deliso Conference Center, O’Hara Rm - Register now

How to Prepare, Pay, and Stay in College

UMassFive wants to help our members at every important milestone in their lives. That includes giving you and your family all of the information you need to prepare for college. This seminar will be presented by Patricia Poplicean, Student Choice's College Access Counselor.

Topics covered will include:
• The Value and Security of an Education
• Choosing a College
• College Applications
• Cost of Attendance
• Scholarships, Grants, and Loans

Dates

  • Monday, 10/23/17, Monday, 10/23/17, 5:45–7 p.m., Hadley Branch - 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

Dates

  • Tuesday, 11/14/17, 5:45–7 p.m., Hadley Branch - 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 Debit Materials

Dates

  • Wednesday, 12/13/17, 12–1p.m., Worcester, University Campus, Library Conference Room S7-105 - 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.