Communication is the heartbeat of every successful couple — and every successful client relationship.

Every advisor knows — when two people walk into your office, there are actually six people in the room: each person as they see themselves, each person as their partner sees them, and each person as they really are when money enters the conversation.
In this thought-provoking and practical keynote, Ande Frazier—industry veteran, behavioral finance expert, and unapologetic truth-teller—breaks how:

• Money’s role in dating vs. marriage
• How money stories collide inside relationships
• Why communication breaks down—and how advisors can help

What You’ll Walk Away With

You’ll leave with conversation tools to help couples move from tension to alignment—without playing referee.

James Gnefkow, Registered Principal and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. General Agent of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Peachtree Planning is not an affiliate or subsidiary of PAS or Guardian. Not practicing JD, LLM for Guardian or its subsidiaries or affiliates. CA Insurance License Number - 1860570. This seminar is for informational purposes only. The guest speaker appearing at this seminar are solely responsible for the content of their presentations, which may not necessarily represent the opinions of Guardian or its affiliates and subsidiaries. Guardian has not approved or endorsed this presentation. 8686939.1Exp 2.11.26