Humans are hardwired with a number of innate traits that make us susceptible to unhelpful decision making - especially when families, money and control are at stake. This presentation identifies key behavioral finance concepts and their implications for portfolio construction and financial planning. Best practices to circumvent the worst tendencies, or embrace the best ones to benefit long term goals will be discussed.
Identify cognitive biases and common family issues that may impact financial decision making
Learn ideas to diffuse destructive tendencies and encourage successful financial decisions
CPA/PFS, CFP (R) ,
Head of Legacy & Wealth Planning,