Planning for Two: Helping Couples Align Money and Meaning
*1.0 CFP CE per the CFP Board (pending)
About the Webinar
Join us as we explore the unique dynamics of working with couples, particularly those navigating the complexities of entrepreneurial life. We’ll also examine wealth management strategies that leverage positive psychology and proactive planning to help couples build a shared vision for their future.
Learning Objectives:
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Implement proactive relationship strategies: Gain practical approaches for working with couples, including facilitating annual relationship check-ups and when to engage external experts.
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Support entrepreneurial couples: Develop insights into the specific challenges faced by couples where one or both are business partners, including how different views of risk, different professional paths, and the entrepreneurial personality type can show up.
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Apply positive psychology tools: Learn to use strengths-based tools and collaborative scenarios to help couples navigate conflict and foster deeper connection.
About Cameron Madill
Learn more about Cameron Madill, via happycouplesproject.com!
Registration
This webinar is open to EVERYONE!
- FREE to MQ Partners
- $50.00 fee for others
* Please note: Attendance for the duration of the webinar (with your webcam on) is required to earn 1.0 CE. All registrants will be sent a recording of the webinar afterward, but no credit will be earned without attending the live event.