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.

Maximize Your Legacy Using Life Insurance

Do you have assets that you are not currently using for living expenses? Do you plan to leave those assets to your beneficiaries? Would you be interested in a program that could help maximize that legacy and make every dollar count tax-efficiently?

If you answered yes to these questions and would like to know more, this seminar may be for you. Come and learn how you may be able to leverage the assets you want to leave to your heirs without losing control of them today.

Dates

Ready for Retirement

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.

Dates

  • Monday, 2/13/17, 5:30–7 p.m., Northampton (243 King St, Potpourri Plaza, Suite 234, 2nd floor) - Register now
  • Tuesday, 2/14/17, 12–1 p.m., Worcester, University Campus, Room S1-605 - Register now
  • Thursday, 2/16/17, 5:30–7 p.m., Hadley - Register now

The ABC’s of IRA’s

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

Dates

  • Monday, 3/13/17, 5:30–7 p.m., Northampton (243 King St, Potpourri Plaza, Suite 234, 2nd floor) - Register now
  • Tuesday, 3/14/17, 12–1 p.m., Worcester, University Campus, Room S7-105 - Register now
  • Thursday, 3/16/17, 5:30–7 p.m., Hadley - Register now

Goal Based Investing

Our exclusive workshop, “Goals-Based Investing, Common-Sense Investing for the Uncommon Investor,” will bring focus to your financial picture and educate you on how to avoid the many common pitfalls of investing. Learn to:

-Identify and track progress towards ALL of your goals

-Stay off the emotional spin cycle of investing

-Remain calm in a market crisis

-Focus on what matters most – achieving your goals.

Dates

  • Monday, 4/3/17, 5:30–7 p.m., Northampton (243 King St, Potpourri Plaza, Suite 234, 2nd floor) - Register now
  • Tuesday, 4/4/17, 12–1 p.m., Worcester, University Campus, Room S7-105 - Register now
  • Thursday, 4/13/17, 5:30–7 p.m., Hadley - 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.