Get your financial questions answered by experts with the Money Matter$ series.
Questions about finances? You're invited to attend Couples and Money - Creating a Thriving Future Together!
Join us for a discussion regarding how couples can make progress towards their financial goals by focusing on the strengths each partner brings to the relationship. We will talk about how to build a life together that aligns your values with your money.
Couples often have very different personalities when it comes to money. Sometimes these differences can feel like you are playing for different teams. But instead of seeing these differences as a challenge, what if we considered that they may actually be our hidden superpower? Building a thriving life together requires tapping into the strengths of each partner and building a platform for open and constructive communication around money.
We welcome you to this presentation where we will explore our own money personalities, values, and priorities. We will provide tips and real-life examples of how couples can make money decisions together to strike the balance between enjoying what they have today, living within their means, and building the foundation for a thriving future.
Daly Andersson is a financial advisor who is passionate about helping people use their financial resources in ways that support their lives and the things that matter most to them. Daly is Managing Partner and Co-Owner of Tenet Wealth Partners, a financial planning and investment management firm located in Champaign, IL. Daly brings with her over a decade of experience helping families plan through their financial lives. She is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Financial Analyst® designation, one of the most globally respected and recognized investment credentials. Daly is an active presenter and educator in financial planning subjects most recently co-creating and teaching a course at the University of Illinois called Women, Money, and Power.
Presented in partnership with Tenet Wealth Partners.
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MONEY MATTER$ | Fall 2023
• Sept 21, VIRTUAL: College Planning and Financing, 7 pm
• Oct 19, Couples and Money – Creating a Thriving Future Together, 7 pm
• Nov 16, Estate Planning, Will and Trust, 7 pm
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