Courses > Portfolio Management > Portfolio Management for Couples

Portfolio Management for Couples

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

Audience
Recommended for married and unmarried couples

Materials
Each participant receives a 30-plus page workbook, which reviews each topic covered and provides resources and a glossary for future use

Duration
2-4 hours

Learning Outcomes

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.