Build a better money plan with our Financial Wellness Workshops

Town & Country is committed to helping our members and neighbors in the community build better lives and reach their financial goals. We provide tools and programs to empower people to better understand money. With our Financial Wellness Workshops, you can build a plan to take you from where you are today to where you want to be tomorrow. 

Financial Wellness Workshops

Workshops will be held at the Abromson Center on the Portland Campus of University of Southern Maine from 5:30 to 7:00 pm. Workshops are FREE, but registration is required. 

Wednesday, October 3rd Investing Her Way: Women and Retirement – Speaker: Tom Snow, Northeast Planning Associates 

Women are graduating from college, taking on the role of family breadwinner and starting new businesses at record rates, but they still face unique challenges when it comes to planning and saving for the future. In this session, you will learn strategies to proactively take control of your future and maximize your money for tomorrow. Each participant will receive a workbook to help identify personal goals, protect your budget, understand investment fundamentals and more.

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Wednesday, October 10th Protecting Your Family's Future: Estate Planning Essentials – Speaker: Miles Hunt, Esq., Epstein & O'Donovan 

Estate planning is important for people of all ages and generations. In this session, you will learn about essential estate planning tools including wills, trusts and powers of attorney and how to use them to protect your assets and your family’s future. Common estate planning challenges related to probate, guardianship, titling of assets, and estate taxes will also be covered.

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Tuesday, October 16th Credit Basics: Know the Score – Speakers: Mindy Vaughan and Becky Harrigan, Town & Country Federal Credit Union

Learn why credit is important and the things lenders look for when they determine your credit worthiness.  This session is designed to help you understand your credit report, demystify your credit score, identify things that can hurt your credit and the steps you can take to improve it.  

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Workshops for Students

Town & Country is pleased to work with students at local high schools and colleges to help them become more savvy when it comes to managing their money. We know it’s hard for young people to get started in life. This workshop provides a real world financial snapshot of what living on your own will look like. In these workshops, students build a spending plan that includes everyday expenses like housing, food, student loans and transportation. Town & Country staff are on hand to answer questions and help students build a workable budget.

Upcoming Events

coming soon