For many couples, it is very difficult to get past the awkwardness to discuss money. While some others discuss their finances very comfortably. Either ways, most couples do not know how to work towards their existing financial goals by keeping the joint goals as a couple in mind. It is because most couples receive little or no guidance around important financial questions before they tie the knot. Your parents would have never talked to you about how to manage money as a couple, but would have definitely planned your kids for you the day you got married! There are many questions on the financial impact of major life stages like buying a house, having a child, elderly care, starting a business etc which all require the couples to discuss the money and plan for it together for a peaceful and financially free life. The tax laws only add to the layers of complexity involved in working towards your life goals. The workshop we have designed is to help you to develop a good relationship with money that will go a long way in making you a successful and happy couple. It is about taking the right money decisions just not for yourself but for each other. The workshop will provide answers to: 1. Should we open a joint bank account? 2. Should we have a single health policy or multiple policies? 3. What if we have individual goals that are not a part of our joint goals as a couple? 4. Can I gift money to my spouse? 5. We both earn and contribute towards the monthly expenses. What is the best way to do this? 6. Should our investments be in our joint names or individual names?
10:00 am-02:00 pm, Sun, May 19, 2019