What You'll Learn
This comprehensive session, led by personal finance educator Brian Page, is full of evidence-based practical ideas and resources for financial planners to use to support couples transitioning to marriage. Initial money conversations can be frightening for some couples. In our…
Tom Dickson
Financial Experts Network
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This comprehensive session, led by personal finance educator Brian Page, is full of evidence-based practical ideas and resources for financial planners to use to support couples transitioning to marriage. Initial money conversations can be frightening for some couples. In our introductory segment, we will share research-based approaches to help couples talk openly and honestly about money. Brian will also address how couples can work through the emotions commonly accompanied by discussing their own financial circumstances.
In the second segment of this webinar, Brian will discuss the more practical and common financial questions couples pose as they work through the process of getting married: Should we combine bank accounts, keep them separate, or use the Yours, Mine, and Ours strategy? What does the research say?
How do we coordinate our retirement contributions to fully capitalize on employer matches?
In the third segment, financial planners will be shown the brand new family financial planning calculator, designed to empower couples to make short-term and long-term financially informed decisions when calculating the cost of having their first child. In the final segment, Brian will share how dual-career couples can construct a home management plan that empowers both spouses to pursue their career ambitions without unfairly burdening one or the other with an unfair amount of home labor.
*CE/CPE Eligible: 1 CE credit is available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1 CPE credit.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.