Official Credit Union of UMass Athletics

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.

View UMassFive workshops here.

Understanding Social Security

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.

Dates

  • Tuesday, 6/27/17, 12–1 p.m., Worcester, University Campus, Room S2-351 - Register now

*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.