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Join us July 20 at 2:00 Eastern
Presentation by Olivia Mellan

Update: Advisors, share the wealth! Invite a woman client or prospect to join you for this webinar. It’s a great client appreciation opportunity, especially for those who have challenges communicating with a significant other about money.

Please register now for yourself and your clients to save your places!

Has this ever happened to you? A couple walks into your conference room, and he sits at one end of the table, and she’s at the other.  He starts to talk, she interrupts, or worse still, one of them remains totally silent.  He’s fidgeting, she’s engaged, or the other way around.  You feel like you are at a ping pong match as you switch your attention from one to the other.  Clearly this couple is not on the same page!

Working with partners can be challenging, and it’s rare to find couples who are in complete harmony when it comes to money. As Olivia Mellan, nationally known money therapist, observes, “If opposites don’t attract right off the bat (and they usually do, then they’ll create each other eventually!”

Join us for this teleclass which is approved for 1 CEU by the CFP board.  Olivia’s presentation will be jam-packed with observations, insights and strategies to help you:

  • Identify the common money types who pair off:  hoarders and spenders, money worriers and money avoiders, money monks and money amassers.
  • Find ways your couple clients can negotiate a happy compromise between their natural money tendencies.
  • Learn the most common thorny issues that older couples face.
  • Understand the Him and Her issues, particularly when it comes to learning and processing information.

This is a not-to-be missed webinar, so if you did not get a chance to attend Olivia’s class in April, here is your second chance.  You’ll laugh, you’ll learn, you’ll love the down-to-earth practicality of Olivia’s suggestions.

There will be plenty of time for questions, so be sure to bring examples of the couple issues you are dealing with.