Most couples don't have the bandwidth to stay in touch when it comes to financial matters. One person handles this, the other handles that. Maybe you've figured out how to make this work. For most of us, it takes being a bit more intentional to really make financial headway.
I'm putting on "Money Talks for Couples" because most of our marriages need a pause button, an excuse to stop, reflect and maybe change tactics. Even the savviest of couples can benefit from a cooperative financial refresher course. Money Talks for Couples will cover topics ranging from understanding your health insurance at work and investing principles, to online personal finance tools and homeowners insurance. Each month we'll have a different focus.
The sessions will begin with a light buffet style dinner from a local restaurant, followed by a 1 hour learning segment, and lastly a 30 minute Q&A. Babysitting will be provided for the duration. Money Talks will be done by 7ish.
The May 12th session will provide an intro to the series, with an overview of family financial planning principles, and a tutorial on Yodlee.com a free personal finance tool.
Future topics will include:
Teaching our kids about Money
Life Insurance- Planning for What Happens Now?
Saving for College- What educational savings accounts make sense for you?
Investing- Maxing out the Roth and keeping your 401K in Check
This month's session will be held at the community center at Willamette Landing. Space is limited to 10 couples, so pre-registration is strongly encouraged. We need to plan for the right amount of childcare and food as well. Please RSVP to Rebecca Badger. You can reach her via Twitter @rebeccabadger, email rebecca@workwithrebecca.com , or via cell phone @ 231-6428.
Monday, April 27, 2009
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