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Financial Planning for Couples

This workshop is for couples who want to develop good communication, an effective system
and a shared vision for financial planning. As financial and communication problems are the
two main reasons couples seek counseling, developing a financial plan together can not only
secure your future and provide the lifestyle you both want, it can prevent relationship conflict
and increase your happiness as a couple. Participants may be at various stages in their
relationship (i.e. living together, engaged, married, etc.).

This workshop addresses the following:

• Become aware of how early life experiences impacted you and your partner’s financial style
• Assess for compulsive and impulsive financial behaviors
• Discover emotional motivations for spending and saving
• Understand your financial priorities and those of your partner
• Recognize how the roles you play with regard to finances reflect and affect your relationship
• Learn how merging your financial lives impacts you both and the relationship
• Understand the importance of being organized and having a system
• Create a shared vision of your financial life
• Recognize the need for a plan with structure and achievable goals

Dates/Time:Wednesday, October 18th from 6:30 to 7:45 pm
Location: 180 North Michigan Avenue, Suite 1845 Chicago, Illinois
Fee: $75 per couple to attend workshop - free financial consultation offered to all participants

 


Joyce

Joyce Brinkman Marter, LCPC
This workshop will be lead by Joyce Marter,
who has been in private practice as a
Licensed Clinical Professional Counselor
since 1998 and is co-founder of
Urban Balance, LLC.

Mary-courteny

MaryAnn Walker & Courtney Dodd
Featured speakers: MaryAnn Walker is a
Certified Financial Planner and Courtney
Dodd is a Financial Advisor with UBS
Financial Services. UBS is the world’s
largest wealth manager

To enroll please contact Urban Balance at 312 726-7170 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it
For more information on Urban Balance please visit www.urbanbalance.org