When

Tuesday, November 14, 2023 from 12:00 PM to 1:00 PM EST
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Where

This is an online event. 
 

 
 

Contact

Kristin Beane 
Financial Planning Association 
508-320-1685 
admin@fpama.org 
 

FPA NE Virtual Event: Retirement Blind Spots: Lessons From Behavioral Finance

 

Life doesn't always follow a logical path, so perhaps it's no wonder investors tend to let emotions guide their decisions and take shortcuts in their thinking.

The problem is that retirement planning requires logical, rational, and conscious thinking. The field of behavioral finance teaches us how financial decision making is critical to retirement planning.

Join us as we explore ways to help investors recognize common blind spots to better prepare them for retirement.

Presenter: MJ Crespin CFP, ChFC, CLU.  MJ is a member of Jackson’s Advanced Planning team who provide solutions and resources to help advisor’s clients with intricate and complex retirement, trust, tax, estate, and charitable issues.

1 CFP CE pending approval.