Join the Marriage Financial IQ workshop to gain essential strategies for building a strong, lasting financial foundation with your partner. Designed to help couples foster deep financial compatibility, this interactive session covers practical tools for establishing open, honest communication about money and navigating shared goals. You will discover key insights into protecting your family's long-term financial health through life and disability income insurance, as well as proven techniques to maintain money alignment through every stage of married life.
How to be financially compatible with your spouse
The importance of open and honest communication about finances
Why life and disability income insurance are important for financial health
How to maintain financial compatibility throughout married life
Date: Tuesday, September 15th
Time: 6 pm - 8 pm.
This event will be a webinar and link will be sent via email
Founder & CEO
The son of a rabbi, Benyamin was born and raised in New York City, Jamaica Estates and went on to graduate from Northeastern University with a Bachelors degree in Accounting. Benyamin went on to start his professional career as an auditor at Deloitte & Touche and after several years working on Wall Street, as a securities accountant, at Bear Stearns. From there, he started his financial service career at New York Life and moved to Pennsylvania. His practice has been affiliated with Merrill Lynch, as a financial advisor for many years, and, most recently, with Prudential before founding Levy’s Financial Services.