Course Description:

Participants who attend this course will learn important financial, investment, tax, and estate planning strategies for couples.

Course Objectives:

• Evaluate each partner's attitude toward and relationship with money.
• Analyze a relationship for financial compatibility.
• Learn how to incorporate effective money communication skills.
• Minimize money troubles within a relationship.
• Compare the financial pros and cons of living together versus getting married.
• Learn how to design a "living together" financial contract.
• Identify important documents that can protect committed partners that are not married.
• Discuss essential information about prenuptial agreements.
• Describe four types of people who should have a premarital agreement.
• Review a financial checklist for newlyweds.
• Discover some of the biggest money mistakes couples make.
• Uncover powerful wealth building strategies for couples.
• Review five important money management tips for more successful relationships.

Register Now!