MARRIAGE & MONEY: PLANNING FOR FOREVER AFTER

Loading Events

« All Events

  • This event has passed.

MARRIAGE & MONEY: PLANNING FOR FOREVER AFTER

January 20 @ 8:30 am - 12:00 pm

Join us for Seattle’s Only Joint Financial Planning Workshop

Are you or someone you know getting married this year?

You know Money is the #1 stressor for adults according to the American Psychological Association but conversations regarding budgets and 401ks can be difficult.  Marriage & Money: Planning For Forever After workshop addresses these and goes beyond basic budget conversations to address the tough aspects of couple communication, emotion, and differing money values.

Participants in the 3-hour workshop receive:

-The Six major components of a financial plan and how to identify challenges
-Assessment of joint cashflow & net worth and what many couples overlook
-Overview of common issues faced by married couples, such as communication challenges
-Questionnaire for each spouse to illustrate attitudes about money
-Overview on how to have difficult conversations before they happen
-Guide on how to find the right financial advisor/CPA/insurance agent
-Evolution of current financial decisions and needs versus parent’s financial needs
-Illustration of Rocking Chair Retirement Revisited

What’s different?

-No investment or insurance product sales
-Presenters are licensed, credentialed, and experienced professionals in their respective fields
-A list of resources, including financial planners, CPAs, estate-planning attorneys, with right questions to ask
-Overview financial decisions like: real estate, career paths, retirement, taxes, and legal aspects of community property
-Concept focused versus technical (numbers) focused – this is not an accounting class
-Interactive – learn from other couples
-Recognition of emotional and behavioral aspects of money and the effect on relationships

Marriage & Money: Planning Your Forever After Workshop

One Partnership – One Plan!

Share this event on Facebook and Twitter

We hope you can make it!

Rainier View Advisors LLC

RainierView Advisors, LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

Rainier View Advisors, 506 2nd Avenue, Suite 1400, Seattle, WA 98104
info@rainierviewadvisors.com | (206) 556-4502

Details

Date:
January 20
Time:
8:30 am - 12:00 pm
Event Category:
Event Tags:
Website:
https://www.eventbrite.com/e/marriage-money-planning-your-forever-after-workshop-jan-20-2018-tickets-41441956006

Venue

Swedish Cultural Club
1920 Dexter Avenue North, Viking Room - Main Floor
Seattle, WA 98104 United States
Phone:
2065564502
Website:
https://rainierviewadvisors.com/marriage-and-money/

Have an event of your own you’d like to add? Click here to submit. Someone from the YPOS events team will review and publish, if accepted.

Submit any follow up questions to events@yposeattle.com.