Financial Planning for Couples: Ensuring Both Partners Are Prepared

Many couples rely on one spouse or partner to manage finances and make key financial decisions. This program explores the risks of that approach and provides practical strategies to ensure both partners understand their financial affairs and are prepared for the unexpected.

In many households, one spouse or partner takes the lead on financial planning, investments, and estate matters. While convenient, this can create significant challenges if that person becomes disabled or dies.

This program examines the risks of one-sided financial management and offers practical steps to help both partners become informed, involved, and prepared. Participants will learn strategies for sharing financial knowledge, improving communication, and using legal and financial planning tools to protect their family's future and achieve greater peace of mind.

The content of this program does not meet requirements for continuing legal education (CLE) accreditation. You will not receive CLE credit for participating.