Recorded: April 20th, 2022

Discussing finances with spouses and partners, children and heirs may seem like a daunting and unimportant task. But having the money talk sooner rather than later will positively impact your financial health and your loved ones. Our financial planners, Levi Anderson and Kyle Hurt, will explain why, how and when you should start discussing finances with your family and the best practices in this webinar.


In this webinar, you’ll learn:

  • Why, How and When to discuss finances with your significant other, children and heirs
  • How your financial plan helps to facilitate these discussions
  • Best practices when having money conversations
  • Practical ideas for discussing finances inside of a relationship or with your children and heirs

Presented By:

                  1-1                2-1

                Levi Anderson, CFP®, AAMS®, CRPC®                             Kyle Hurt, CFP®

                           Senior Financial Planner                                       Senior Financial Planner



Fill out the form to access the webinar: