The Blended Family Financial Institute™ provides blended family financial education and professional training designed to help financial professionals better understand and address the financial and relational complexities of blended families.

Our programs connect financial planning, behavior, and family relationships, giving professionals practical tools to use with clients.

Courses and Training

Our courses and professional training programs help financial planners, financial counselors, financial therapists, estate planning attorneys, and other professionals strengthen their ability to serve blended families.

Topics include:

• Understanding blended family structures and their implications for financial planning
• Navigating competing financial obligations, family loyalties, and financial conflict
• Addressing communication, trust, and financial decision-making between partners
• Integrating blended family considerations into retirement, estate, and wealth transfer planning
• Using practical tools and client conversations to better understand family dynamics

Programs will emphasize practical application through case studies, real-world scenarios, and actionable planning approaches.

Workshops and Webinars

The Institute will offer focused workshops and webinars exploring specific financial planning challenges encountered by blended families.

These learning opportunities will examine how family structure, relationships, and financial responsibilities intersect. In particular, they will emphasize helping professionals translate knowledge into effective client conversations and planning strategies.

Workshops and webinars may address topics such as financial transparency, balancing obligations to biological children and stepchildren, navigating differences in financial priorities, and developing estate plans that reflect complex family relationships.

Upcoming Programs

We are developing educational offerings for financial professionals seeking to deepen their understanding of blended family dynamics and finances.

Details about upcoming courses, workshops, webinars, and registration opportunities will be announced as programs become available.

For additional perspectives on blended family financial planning, explore our Research & Insights page.