Behavioral Finance: Managing Investor Behavior

    November 13, 2019
    5:30 PM - 8:00 PM
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    Embassy Suites by Hilton
    10450 Corkscrew Commons Drive
    Estero, FL 33928
    Venue website

    Attend this dinner meeting and you will learn how to implement investor behavioral considerations when building portfolios. This special presentation will improve the way you do business by arming you with greater client understanding for deeper client relationships. It will also improve competitive differentiation.

    Our November 13th dinner meeting presenter is Eben Burr, the Managing Director at Toews and a lecturer and coach of Applied Behavioral Finance. As part of the Toews Managing Investor Behavior program, Eben trains advisors to integrate relational, cognitive, and emotional elements with personal finance to build better plans and stronger bonds. Eben advocates bringing behavioral psychology, introspection, and empathy into portfolio construction, planning, and communication.

    Eben's presentation will teach you how to:

    • Understand and learn to articulate significant behavioral challenges investors are likely to face during their investing lifetime.
    • Build investor behavioral considerations into portfolio construction.
    • Construct a pro-active plan for behavioral challenges to attempt to remove uncertainty when challenges emerge.
    • Learn about the use of investor pre-commitments and specific courses of actions during times of uncertainty.
    • Learn methods for training investors to understand their ingrained thought processes and biases.
    • Learn strategies for overcoming investment professional’s own vulnerability to biases.
    • Include behavioral coaching in your firm’s identity.

    Registration and networking begins at 5:30pm with the seated dinner and presentation beginning at 6:15pm.
    Members: $45   |   Guests: $50
    Qualifies for 1 CE credit for the following designations: CFP®, AIF®, CLU®, ChFC®, RICP®, CLF®, CASL®, CAP®, CWS®, ChSNC®, and FSCP®, CPA

    Embassy Suites by Hilton
    Take Exit 123 on I-75. Head west and the hotel is just on the right past the overpass.

    Sponsor this event - Contact Mollie

    Chapter Cancellation Policy: If you are unable to attend a meeting, please email Mollie so she can make arrangements to invite a student guest. In lieu of a refund, your purchase will be treated as a donation to help us grow our student dinner  and scholarship funds.