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How to Give Financial Advice to Same Sex Couples

Advising couples is more art than science and counseling same-sex couples is a growing niche. In this webinar learn how to balance high-net-worth partners’ needs and how to effectively work with same-sex couples in the current, ever-changing legal and financial environment. Attend and learn:

· The Common Myths About Couples and Money

· How Your Couple Mindset Impacts The Couple Client-Advisor Relationship

· The Do’s and Don’ts of Advising Gay Couples


Kathleen Burns Kingsbury is a wealth psychology expert and founder of KBK Wealth Connection, and author of several books including How to Give Financial Advice to Women and How to Give Financial Advice to Couples, both published by McGraw-Hill. For more information, visit kbkwealthconnection.com.

Suzanne Slater, LICSW, is a family wealth dynamics consultant, founder of Gifted Generations, and the author of The Lesbian Family Life Cycle. For more information, visit giftedgenerations.com.
Recorded Aug 14 2013 49 mins
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Presented by
Kathleen Burns Kingsbury, Founder, KBK Wealth Connection and Suzanne Slater, LICSW, Founder, Gifted Generations
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  • Title: How to Give Financial Advice to Same Sex Couples
  • Live at: Aug 14 2013 8:00 pm
  • Presented by: Kathleen Burns Kingsbury, Founder, KBK Wealth Connection and Suzanne Slater, LICSW, Founder, Gifted Generations
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