ONLINEHow Partners Combine Finances

December 14, 2020 $20.00 - $40.00 0
Couple dreaming of family, wealth and travel. They are sitting together imagining a new house; money and overseas travel. They are happy and smiling
(Photo: courtneyk/iStock)

Join Zach Teutsch of Values Added Financial for a guided discussion and exploration of how and when to combine finances. After exploring the “meaning” of money for each of you and your partner, we will turn toward the questions:

  • Should we merge money, keep it separate or somewhere in between?
  • If we do some merging, what sorts of purchasing or other financial decisions would we want to know about or discuss before the other one takes action?
  • If we do some merging, who will be responsible for making sure bills are paid on time?
  • Which paychecks should go where? Should we keep accounts on autopay?
  • How should we approach debt? Should we approach it together?

Together you will craft experiments and learn a system for reflection to figure out what works best for your family.

Open to all regardless of Jewish background or education. Queer and interfaith families explicitly welcome!

Zach Teutsch founded Values Added Financial to help clients live more fulfilling lives by making wise financial, career and other life decisions. Before he launched Values Added Financial, Zach developed the first national financial empowerment programs in the labor movement and reached several hundred thousand union members. After that, he joined the Consumer Financial Protection Bureau, where he was a subject matter expert on financial education and empowerment. Zach has taught investment and financial planning topics to groups all around the country and has served individual clients for 15 years.

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Fact Sheet
When
Monday, December 14, 2020, 8:00 pm - 9:30 pm
Organized By
Price
$20.00 per couple for one class
$40.00 per couple for series

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