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.  View our entire library of past Financial Wellness Workshops here.

Couples + Money – Communication Strategies That Work

Tuesday, September 14th, 6:30 to 7:30 pm.

The goal of partnership, both emotional and financial, is to help each other thrive, but managing money as a couple is a challenging task requiring patience, understanding, insight, and most of all, productive communication. By combining fundamental principles of human psychology with practical applications to daily financial decisions, you will learn how to stop arguing about what each person does or doesn’t do with their money and start talking about the needs underneath each person’s financial behaviors. Plus, you will learn to differentiate between human needs and financial strategies, which opens the door to finding new ways that meet the deeper needs of both partners. Take your financial communication to the next level and join us for this eye-opening and practical conversation.

Speaker: Sarah Newcomb, Director of Behavioral Science, Morningstar, Inc.

This event is free, but pre-registration is required.

Retirement Readiness – A Conversation with Jean Chatzky

Thursday, September 23rd, 7:00 to 8:00 pm 

More than half of women of all ages and stages in life fear they will outlive their money; recent studies have found. Whether you are just getting started in your career, raising a family, approaching retirement, or enjoying your retirement already, chances are you have questions and even concerns about your financial future.

You are invited to join personal finance expert and CEO of HerMoney for a “Happy Hour” to talk about money and planning for your financial future. We promise an informal and relaxed time where Jean will answer your questions and you can share and explore your feelings, insights, secrets and even fears about money and your retirement. 

You can expect an empowering evening of candor, ease, and revelation. Past Happy Hour participants have called it liberating, revolutionary and — perhaps most importantly — fun!

This event is free, but pre-registration is required.

Uncoupling Your Money in Separation and Divorce 

Wednesday, September 29th, 4:30 to 5:30 pm

Town & Country is teaming up with the Kids First Center to offer a virtual workshop on uncoupling your money in separation and divorce.

If you are contemplating separation or divorce from your partner or spouse or are in the midst of this life changing experience, chances are you have many questions and concerns about money.

In this workshop, you will hear about why and how to separate your personal finances to help establish your new life. You will learn about building a budget to fit your new lifestyle, explore the question of "should I keep the house", and what you can do to protect your credit and more.

Speakers: Chelsea Torrey, Mortgage Loan Officer (NMLS#1618414), Town & Country Federal Credit Union and Priya Patel, Assistant Branch Manager, Town & Country Federal Credit Union

This event is free, but pre-registration is required.