UMassFive is dedicated to helping you become an educated consumer by offering an array of virtual workshops on topics from budgeting to home buying to much more.
Workshops and Seminars
We will offer the following complimentary sessions. Space is limited. Please RSVP online below or call locally at 413.256.5500 or toll free at 800.852.5886 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.
orange
Budgeting 101
No matter what your financial situation is like, managing your money can be overwhelming. Attend this judgment-free session to get some tips on how to simplify the process. Learn how to analyze where your money is going now, how you can make changes to that, and how to make sure that you spend and save money strategically.
View Workshops
Homebuying 101
This workshop, sponsored by Member Advantage Mortgage, 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.
View Workshops
Making the Most of your Tax Refund
Join our partners at GreenPath to dive into a variety of strategies for making your tax refund work harder for you. Whether you’re looking to build up your savings, pay off debt, or invest in your future, you’ll leave with actionable tips and ideas to help you make decisions that benefit you both now and in the long run.
View Workshops
Paying Down Debt
Debt is a burden that many would like to lighten, but it can be tough to come up with a plan to do so. Attend this session to learn useful tips on paying down debt quicker while avoiding late fees and keeping your budget on track. You’ll also receive resources related to student loan repayment.
View Workshops
Planning for Income in Retirement
Retirement income planning is the process of understanding how much income you’ll need during your retirement years to support the retirement lifestyle you want, and positioning your assets to help provide that income.
View Workshops
Student Loan Refinance–What to Know for 2025
A new year, new (lower) interest rates, and a new administration – what does it all mean for student loan repayment? Could now be the right time to refinance your student loans? Join our partners at Credit Union Student Choice to learn more.
View Workshops
Understanding Credit
Join us to learn about what is included in your credit report, how credit scores are calculated, what they are used for, and how you can have an impact on yours. You will leave this workshop with tips on how to build, maintain, or improve your credit score, and make it work for you!
View Workshops
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. Furthermore, and more importantly, your current decisions can also impact your surviving spouse and family well into the future.
View Workshops
*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.