Money Conference



 Town & Country's 2017 Money Conference
FREE Event

Saturday, April 1st – 12:00 to 5:00 pm
With a free beer and pizza social hour from 5:00 - 6:00 pm
Now offering FREE child care ages 3-12. Limited space available
University of Southern Maine Abromson Community Education Center, Portland Campus


Whether you are just getting started, growing your family, or looking at retirement, chances are you have questions about money. Mark your calendar for April 1st and plan to attend Town & Country’s 2017 Money Conference. This information-packed day will sharpen your financial skills and money-management know-how to help build a better life.

Register Here

Our keynote speaker is Beth Kobliner, one of the nation’s leading authorities on personal finance for young people, Beth Kobliner is a commentator and journalist, author of the New York Times best-seller Get a Financial Life: Personal Finance in Your Twenties and Thirties and a guide for parents, Make Your Kid a Money Genius (Even If You’re Not).


Agenda

12:00 to 12:30 pm

  • Registration, Exhibits and Refreshments

12:30 to 1:30 pm

  • Welcome and Introduction: Dave Libby- President & CEO Town & Country FCU
  • Beth Kobliner- Financial Commentator & Journalist

1:30 to 1:45 pm

  • Break – Exhibit and Refreshments

1:45 to 2:45 pm

  • Credit Basics-Know the Score
  • Estate Planning 101
  • Upsize, Downsize, Refi-Home Buying and Financing (repeats)
  • Financial Health- 8 Things Millennials Should be Doing Right Now (repeats)
  • Planning, Saving and Paying for Higher Education (repeats)
  • Take Control of your Finances with SavvyMoney (repeats)

2:45 to 3:00 pm

  • Break – Exhibit and Refreshments

3:00 to 4:00 pm

  • Bumps in the Road-Recovering from Financial Hardships
  • Generating Income for Living in Retirement
  • Take Control of your Finances with SavvyMoney
  • Upsize, Downsize, Refi-Home Buying and Financing
  • Financial Health- 8 Things Millennials Should be Doing Right Now
  • Planning, Saving and Paying for Higher Education
  • Money Tech

4:00 to 4:15 pm

  • Break – Exhibit and Refreshments

4:15 to 5:00 pm

  • Wrap Up and Raffle

5:00 to 6:00 pm

  • FREE Pizza and Beer

Workshops

You'll hear from local and national experts that will help you navigate money matters from credit basics to paying for higher education. These workshops will empower you to take control! Topics include:

  • Credit Basics-Know the Score- Learn why credit is important and the key 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 your credit.

    Speakers: Erica St. Onge, Senior Loan by Phone Representative, Mindy Vaughan, Loan by Phone Representative, Town & Country Federal Credit Union

  • Bumps in the Road-Recovering from Financial Hardships- Sometimes bad things happen to good people and can create financial challenges you might not be prepared for. If you are struggling through financial hardships such as divorce, illness or loss of a job, this session will provide suggestions and resources to help you navigate some of life's biggest money challenges.   

    Speakers: Brittany Eaton, Collections Manager; Jessica Bishop, Loan Officer; and Laurie Nielsen, Loan Specialist III, Town & Country Federal Credit Union 

  • Estate Planning 101- During this session, you will learn about the basic tools of estate planning such as wills, trusts and powers of attorney and how to use them to protect your assets and your family’s future. You will also hear about some of the common estate planning challenges related to probate, guardianship, titling of assets, and estate taxes plus how to avoid common mistakes made in estate planning.    

    Speaker:  Miles Hunt, Esq., Epstein & O’Donovan Law Office

  • Upsize, Downsize, Refi-Home Buying and Financing- With home buying, knowledge leads to good decision making. Whether you are buying your first house, looking to upsize or downsize your current home, or simply need to learn how to use the equity in your home for improvements, this session will address your home buying and financing questions.  

    Speakers: Michael Martin, Mortgage Services Manager, Town & Country Federal Credit Union; Tiffany Libby and Pamela Starnes of Better Homes & Garden Real Estate, The Masiello Group 

  • Financial Health- 8 Things Millennials Should be Doing Right Now- Early adulthood is a pivotal time to develop good financial habits. But with a seemingly infinite amount of resources and distractions in today's digital world, it's easy to feel overwhelmed and left wondering where to begin! This session will share insights into the eight core areas of financial health, and what young adults should be doing to monitor and improve their behaviors in each area. 

    Speaker: Chad Helminak, Financial Advocate 

  • Planning, Saving and Paying for Higher Education- A college education is a big investment. Plus, Americans today are more burdened with student debt than ever. This workshop will provide information to help students and their families research and choose a college, options to pay for college including financial aid, and strategies to deal with debt after graduation. 

    Speaker: Mary Dyer, Financial Education Officer, FAME and President of Maine Jump$tart Coalition   

  • Take Control of your Finances with SavvyMoney- Learn how to be Savvy about your finances and reach your personal financial goals with SavvyMoney. You’ll see how this online money management tool, available from Town & Country, can help you create a budget, unlimited access to your credit score, safe guard your credit with free credit monitoring, and find the answers to your money questions through engaging financial content. 

    Speaker: Chris Fraenza, Director - Partnership Management; SavvyMoney Inc.

  • Money Tech-We keep hearing about new technologies that can make the ways we spend our money easier and more secure—Apple Pay, Android Pay, Popmoney, Funds Transfer, Chip-Enabled Cards... What does it all mean?  During this session, you will hear about the latest trends in payment solutions plus learn how to manage your money through technologies available from Town & Country.   

    Speakers: Heidi Hawkes, Member Relationship Manager and Michael Jackson, Strategic Initiatives Specialist, Town & Country Federal Credit Union  

  • Generating Income for Living in Retirement- Did you know 51% of people are concerned about managing their retirement income to meet their retirement expenses? You don’t have to be one of them. In this workshop, you will hear the results from the recent Franklin Templeton Retirement Income Strategies and Expectations (RISE) survey about how people are doing with retirement planning. You will also learn about how retirement is changing, prioritizing goals and concerns and translating them into retirement expenses, where to look for potential retirement income sources and developing your own personal retirement income plan.  

    Speaker: Tom Snow, Financial Consultant, Northeast Planning Associates 

Exhibitors 

Local organizations will be on hand to share information about a range of financial topics including buying a car, home buying, retirement and investing for the future, estate planning, saving and planning for college, and financial advice for the 25 and under crowd. In addition, Maine Cancer Foundation will be at the Conference sharing information about its services and the economic impact of cancer.

  • Auto Buying Consultants of Maine
  • Community Financial Literacy
  • Estate Planning Attorney, Miles Hunt, Esq.
  • Eastern Trail Alliance
  • FAME, Finance Authority of Maine
  • Jump$tart Maine
  • Maine Cancer Foundation
  • Northeast Planning Associates
  • Portland Food Co-op
  • SavvyMoney
  • Southern Maine Community College
  • Town & Country Federal Credit Union
  • University of Southern Maine
  • Young & Free Maine