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This is Your Brain on Finance
October 19, 2021 @ 1:00 PM - 2:00 PM
Join Michael Finke, Ph.D., CFP®, where he will go beyond behavioral finance into the origins of client biases, providing new insights into managing client’s emotional responses through innovative planning techniques.
Recognizing the cognitive origins of the struggle between planning and emotion can give advisers the tools they need to get clients on the right path to meeting long-term accumulation and risk protection goals.