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 their 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.

Facing An Uncertain Future: Steering your ship through financial storms 

February 9th 6:30pm - 7:30pm

Inflation, high-profile layoffs, climate emergencies, civil unrest, and rising interest rates—all of these forces put pressure on markets and lead to uncertainty about the future. Financial markets are fundamentally more volatile than what we are comfortable with. As savers and investors, we can respond to this uncertainty by trying to control the world around us (spoiler alert: we can’t), or we can develop the mental discipline to focus our attention toward more productive things like our diversification strategy, our spending and saving habits, looking for hidden opportunities, and taking advantage of tax incentives. This talk will overview how our mental response to uncertainty can trip us up, financially, and offer some pointers for taking back control and staying on track toward your financial goals despite the inevitable shocks of chance and change.

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March Money Madness- One hour live session

 Join us on Thursday March 2nd, starting at 6:30 pm for a wrap up your 1st quarter of being devoted to working with your 2023 budget!

We will go over our successes and identify places we need to work on going forward in the year. After several months of budgeting, we will have a good picture of how this can work for you. We will share the money wins you are experiencing now that you know exactly how much money is coming in, and you are planning each dollar that goes out. This is just the beginning! We have 3 more sessions together to complete this budget makeover. Next month, we are going to have shorter sessions as you are gaining momentum. This is also illustrative how it gets easier over time. You will be able to spend less and less time on budget planning once it becomes automatic.

Speaker: Kate Kaden is a Mainer all about making frugal living fun. Each week since 2019, Kate has taken to social media to share her stories and experiences with the goal of helping people save more money and enjoy frugal and simple living. Today, Kate has over 40,000 subscribers on her YouTube channel alone where she has posted more than 350 videos chock full of uplifting, practical and relatable ideas to help her followers live the kind of life they dream of and reach their long-term goals. Kate has teamed up with Town & Country to bring our social media followers weekly Frugal Friday video messages with tips to help them get their budgets on track and to save more money.

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Safeguarding Your Family’s Future–A Virtual Estate Planning Workshop  

Wednesday, April 12, 2022 from 6:30 to 7:30 pm   

Join Town & Country FCU for an in depth discussion with estate planning expert Elizabeth Bjorn.   In this session, you will hear about important estate planning priorities for all ages and generations. 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. We’ll discuss how parents can protect minor children and explore issues like who will take care of your children and manage assets for them until they are older.   

Speaker: Elizabeth Bjorn, Esq., Epstein & O’Donovan, LLP

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Getting a Leg Up on Planning and Paying for Higher Education

The rising cost of college may be out of your control. Join us to learn how to make it more affordable.

Join us on Thursday, March 30th from 6:00 to 7:30 pm for this virtual workshop.

It’s never too early to start thinking about how to afford higher education. The good news is, there are steps families can take even before high school that make affording education after high school much easier. Town & Country is teaming up with the Finance Authority of Maine to bring you an informative session to help you and your family plan for your children’s education after high school. During this 90-minute session you’ll learn tips and strategies that will improve your ability to afford higher education and help you feel more confident and prepared.

Throughout the evening we will share key strategies and tools to help you improve your overall financial position, including ways to free up money in your budget for college savings. We’ll discuss the importance of setting expectations with your child and debunk myths around the impact of college savings and financial aid. We will also provide information to help you and your child build a list of schools, compare offers, and evaluate financing options.

Speakers: Mary Dyer, Financial Education Programs Manager at the Finance Authority of Maine (FAME) and President of Maine Jump$tart Coalition for Personal Financial Literacy and Mila Tappan, College Access, and Outreach Manager at FAME.

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