LUNCH & LEARN
(FREE to members, $100 non-members)
November 2, 2021
12:00 p.m. - 1:00 p.m. via ZOOM
PRESENTER: Mike Benaglio, CDFA, MAFF
TOPIC: Financial Infidelity
The emotional response to uncovering financial infidelity in a marriage can be a cause of divorce, a source of compounding distrust and an embarrassment to one or both spouses.
When the clients enter the collaborative process, a major tenet of the successful case will be transparency - even if it has not been practiced in their finances, heretofore!
We will discuss the benefits of unpacking and solving these issues in a collaborative process.
This will be the last lunch & learn for 2021