UMassFive is always looking for opportunities to educate our members and the local community on financial related subjects. For more than a decade, UMassFive has offered free financial wellness workshops, where you can gain insight into specific financial topics ranging from paying down debt to home buying, and much more.
During the last four months of 2024, the following UMassFive Financial Wellness webinars will be offered:
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.
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.
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.
FAFSA - Now is the Time to Apply!
Join our Credit Union Student Choice College Counselor to learn more about the financial aid process and completing the Free Application for Federal Student Aid (FAFSA). They will cover the new and improved FAFSA, types of financial aid, preparing for and completing the FAFSA, next steps, and FAFSA tips.
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!
Our licensed CFS* Financial Advisors will also present the following topics:
Join your UMassFive CFS* Financial Advisors: Aimee Marden, Dana Graham, and Sam Einzig, for an engaging forum on the topic of retiring with confidence.
Planning for Healthcare in Retirement
Are you confident with your estimates on the cost of Health Care in retirement? If not, you’re not alone. In a recent poll, 84% of consumers either underestimated or simply don’t know the expenses for health care during their retirement years.