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.