A powerful evening designed to strengthen your relationship, elevate your financial future, and secure the legacy your family deserves.

The most important conversations in a relationship are not always the easiest ones. Join us for a smart, upbeat discussion that helps couples get on the same page about finances, family priorities, legal planning, and the life they want to create together.

• Talk about money, goals, and planning with more clarity, confidence, and less stress.
• Explore the key financial and legal questions couples should discuss before life gets complicated.
• Learn how to align your shared priorities, protect what matters most, and strengthen your partnership.
• Walk away with practical conversation starters and planning takeaways you can use right away.

Featuring

Kim S. Luthy, CFP®, who will share insights to help build clarity and confidence within your financail plan.

Tanya N. Helfand, Esq., who will share legal and planning insights that will help give couples peace of mind.