Marriage & Money Workshop — Wednesday, April 5th, 2017
Swedish Cultural Center
1920 Dexter Ave.
Seattle, WA 98109
Wednesday, April 5th, 6:00 PM - 8:00 PM
$75 per person, $100 per couple
Dinner and refreshments included
Call (206) 556-4502 or email email@example.com
More than just money
Marriage & Money goes well beyond traditional financial guidance — Givens has assembled a wealth of other experts, resources and takeaways for attendees, covering estate planning, taxes, risk management and more. Participants in the program will benefit from:
- Assistance with understanding their current cash flow, and how it impacts budgeting
- Advice on finding the right financial strategies for both day-to-day living and retirement planning — and how to best execute those strategies
- A detailed overview of common issues faced by married couples, such as communication challenges
- A questionnaire for each spouse to illustrate attitudes about money
- A sample cash-flow analysis, balance sheet and financial plan
- A list of resources, including financial planners, CPAs, estate-planning attorneys, etc.
No Sales, Just Insight
This program is designed so couples learn about financial issues without sales pressure. Participants can utilize their new knowledge to begin addressing these issues on their own, or find a trusted professional to help on their journey.
The average age of engaged couples today is +30, as people are getting married later in life, and a growing number of people marry more than once. This means partners enter their relationships with more “stuff," like: Established Careers, 401(k)s, Real Estate, Insurance, Employee Benefits, Stock Options, Businesses, and—perhaps most importantly—an established money value system.
These aspects are typically beyond the themes addressed in marriage counseling. The Marriage and Money workshop was specifically developed as an extension of pre-marital counseling that some couples receive before marriage.
Our goal is to help couples simplify their life merger by breaking it into digestible pieces and helping couples build a roadmap for financial success—together.
Not Just for Engaged Couples
Marriage and Money isn't only for engaged couples or newlyweds. The program is relevant and useful for:
- Already-married couples
- Expecting parents
- People preparing for career or business transitions
- Couples looking to retire soon
- Individuals and families seeking assistance with family-care planning.
In the last 4 months, we’ve really broken through a lot of the social taboos. When I was growing up, I was taught never to talk about sex, politics or religion in social gatherings. Those walls have been broken through if not trampled upon. But there is one conversation that people are very hesitant to…
Planning for your finances doesn’t have to wait until after marriage. Marriage & Money: Planning Your Forever After workshop addresses the #1 stressor for married couples. Hear from a Financial Planner, Estate Planning Attorney, and couples psychologist to address what you need to know about the big picture when it comes to finances.
When asked, married couples agreed they wish they’d included a financial planning workshop.
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Marriage and Money is a consortium of licensed, certified, and experienced professionals related to the education of couples regarding finances, communication, and the legal aspects of marriage. Program speakers may include, but are not limited to: financial planners, family mediators, family law attorney's, marriage therapist & counselors. Speakers do not share fees nor offer exclusive arrangements for program participants outside of the Marriage & Money: Planning For Forever program.