Financial and Investment Services Seminars
We are dedicated to helping you become an educated consumer by offering an array of seminars.
CFS* 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.
Seminars are often offered more than once for your convenience, so if you can't make it to these dates, or don't see any seminar dates posted, please check back next month.
This is a hands-on workshop for employees who are at or near retirement. Our goal is to help you streamline the transition from employment to retirement with efficiency and confidence.
An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family's financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. It's a critical part of your overall financial plan.
In This Seminar You Will Learn:
• What is probate
• Strategies to plan for incapacity, including special health care directives
• Tips to help achieve efficient wealth transfer
• Wills, trusts, powers of attorney, health care proxies – what are the most important documents for your estate plan
If you currently have an IRA or are considering one and want to learn how to make your IRA work harder, this seminar may be for you. Attendees will benefit from the experience of our CFS* Financial Advisor and learn:
-The difference between Roth and Traditional IRA’s
-Common mistakes to avoid with your IRA
-Basic information on tax benefits that may apply**
-What a Rollover IRA is and if is it right for you
This informative seminar covers the basics of Social Security and reveals strategies that may help you maximize your benefits. The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.
*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 advice. For such advice, please consult with a qualified tax professional.