Managing Money as a Team: Personal Finance for Couples
Do you manage money with a partner? Ever wondered if there's a better way to do it (that's not what your parents did)? Want to know the 5 tips to make investing simple? ✨
We're hosting a free workshop for OGC ladies to uplevel on all things money and love.
Event agenda
The 5 things you need to know to start investing well
The 3 ways today's couples manage money together
Just tell me what's best: the research-backed way to manage money together
How to divide & conquer (but stay involved)
Our promise to you: no jargon, acronyms, get-rich-quick-nonsense and almost zero math.
Led by Emily Luk, CPA, CFA
I’m Emily - the ceo and cofounder of Plenty. I was previously at Stripe and Even (acquired by Walmart). I began my career as a VC. I completed my CPA, CA and CFA designations on early mornings and weekends because I realized I somehow graduated business school and didn't learn how to manage my own money. Now, I use those skills to help others take control of their futures and create possibility in their lives. I've personally worked with hundreds of couples and love it! ✨
When I was 5, I thought I'd be a teacher. I come from two generations of non-tech entrepreneurs. On weekends, you can typically find me baking for loved ones, joyfully making to do lists, or watching football.
About Plenty
Plenty is a wealth platform helping modern couples invest and manage their money together, started by a husband and wife founding team. Built for today's dual-career couples, we make it easy for couples to see where they are, flexibly share account details, and invest and save towards shared goals.
We're backed by the CEO / founders behind Wealthfront, Personal Capital, Square/Block, Carta, Opendoor, Homebase, TwitterX, Postmates, Kevin Durant, and additional institutional investors.
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Disclaimer
By registering for this event, I understand and agree that the information I am providing will be processed in accordance with our privacy policy.
Have questions? Contact Jennifer or Emily, for more information.