A couple’s finances can be either a bond of strength or a source of tension. Having both partners on the same page provides a healthy relationship. But what if there are financial secrets between a couple? What if one spouse is spending and the other does not know about it? What if they both have side accounts or spending habits the other is not aware of? What if these secrets can lead to the demise of the financial or retirement plan?

This session will help the advisor identify when financial secrets might be occurring, how to approach this delicate situation and provide solutions to solve the problem.

Collaborative learning is where a problem is presented and you and your peers jointly develop solutions. Not only are you hearing ideas and solutions, you’re sharing them. You’ll work with attorneys, CPAs, Financial Planners, Insurance and Risk Management experts and perhaps talented experts you never considered.

A few days prior to the event you will receive a confirmation notice with the case study. During the virtual event you’ll be randomly assigned to a breakout room and collaboratively your group will discuss concerns and develop solutions. We’ll share findings and hear from expert Mike Smith. 

FPA WI, NAIFA WI, SFSP and CFLCW will host different Collaborative Learning events with varying topic throughout the year. All topics require multiple disciplines and incredible networking opportunities. Registration is FREE for everyone that attends. 

1 CFP®  Credit and 1 WI Ins CE Credit