$399

Marriage & Money Workshop - March 17, 2018

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Swedish Club

1920 Dexter Avenue North

Seattle, WA 98109

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Couples can find the answers to those questions and much more in Marriage & Money: Planning 4 Forever AfterTM, a new workshop from Roderick Givens, Certified Financial Planner® with RainierView Advisors.
“Most couples, even very successful ones, often limit their pre-wedding financial discussion to whether they should combine their checking and savings accounts,” says Givens. “That’s really not enough. Marriage is about two people building a life together, and finances play a big part in that.”

Engaged and married couples alike are finding the workshop to be a worthwhile investment — and so are parents of these couples, who often want to help their children prevent the financial stress they faced in their own marriages.

“When you consider the financial commitment that goes into most weddings today,” Givens says, “it makes a lot of sense to invest a little time and money to help create a solid foundation for the marriage itself.”

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 2.5-hour workshop receive:

  • 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.

The workshop is designed for couples to learn about financial issues without any sales pressure. Participants can utilize their new knowledge to begin addressing these issues on their own if desired, or find a trusted professional to help on their journey.

“Marriage & Money isn’t about pushing anyone to a particular financial planner, accountant or attorney,” Givens says. “All we want to do is help people consider important issues as they enter this next phase of their lives — and encourage them to seek additional guidance from any professional if they feel they would benefit.”

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Swedish Club

1920 Dexter Avenue North

Seattle, WA 98109

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