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Navigating Goal Congruence with Couples

Virtual Event Virtual Event

February 28 @ 11:00 am 12:00 pm America/New York

$49.00 Approved for 1 continuing education unit for the CFP® and AFC® certifications.

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This one-hour course focuses on helping advisors understand how to navigate working with couples when there is goal incongruence. Being on the same page with goals is crucial for the financial success of the couples. By learning the three areas of goal interdependence, advisors will know how to assess incongruence, support, and navigate conflict.

Learning Objectives:

After completing this webinar, financial professionals will be able to:

  1. Participants will be able to define the 3 areas of goal interdependence that impact relational satisfaction and longevity. 
  2. Participants will learn contributing factors that may lead to goal incongruence and conflict.
  3. Participants will understand what their role is and how to navigate the tension that manifests in their meetings.

 This one-hour course focuses on helping advisors understand how to navigate working with couples when there is goal incongruence.