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The Financial Consultation Program

The UMass Chan Employee Assistance Program (EAP) has partnered with CLC Incorporated, a leading provider of affordable legal and financial services, to provide employees with consultation by financial professionals.woman with stack of unpaid bills and a calculator

The Financial Consultation Program provides employees with free telephonic access to financial professionals with a broad range of experience in financial services. Employees can obtain education, guidance and counseling to determine the most appropriate way to handle their financial situation. The Financial Advisory Program is designed to provide objective, professional advice to help employees manage their debt and make sound financial decisions.

Consultation topics include, but are not limited to:

  • Budgeting
  • College Funding and Student Loans
  • Credit after Bankruptcy
  • Credit Repair Scams
  • Credit Reports
  • Debt Counseling
  • Divorce Planning
  • Medicaid and Medicare
  • Mortgage and Reverse Mortgage
  • Retirement Planning 
  • Saving For Financial Emergencies
  • Social Security Benefits
  • Tax Issues
  • Late Utility Bills

Financial Planning Information and Resources:

Benefits Checkup
National Council on Aging's free online service that identifies federal and state assistance programs for elders.

Federal Student Aid
Free information from the U.S. Department of Education on preparing for and funding education beyond high school.

Investing Education and Information
Securities and Exchange Commission information for investors.

Making Home Affordable
An official program of the Departments of the Treasury & Housing and Urban Development with information to help homeowners avoid foreclosure.

Medicaid Eligibility
Medicaid is health insurance that helps many people who can't afford medical care to pay for some or all of their medical bills.  This website provides information regarding Medicaid eligibility.

Money Smart
On-line financial education program for adults and teens, sponsored by the FDIC.
User-friendly government website with financial information, free tools, calculators and worksheets for everything from budgeting to saving.

National Council on Economic Education (NCEE)
The National Council on Economic Education (NCEE) is a nationwide network that leads in promoting economic literacy with students and their teachers. NCEE's mission is to help students develop the real-life skills they need to succeed: to be able to think and choose responsibly as consumers, savers, investors, citizens, members of the workforce, and effective participants in a global economy  
U.S. Small Business Administration website with resources to help start a small business.

Women Business Centers

Woman-Owned Businesses
U.S. Small Business Association websites with resources to help woman start small businesses.

Online Brochures and Publications:

Getting Through Tough Economic Times

Good Credit: Build It and Keep It

Identity Theft: Protecting Your Identity

Saving To Build Wealth: Make Money Work for You