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PFP2004 - PFP2004. Best Laid Plans - Cognitive bias and Unintended Consequences in Planning

Jul 20, 2020 12:05pm ‐ Jul 20, 2020 12:55pm

Standard: $49.00


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.


  • Lisa Featherngill, CPA/PFS, CFP (R), National Director of Wealth Planning, Comerica Bank
  • Carol Schleif, CFA, FSA-Credential, Deputy Chief Investment Officer, Abbot Downing

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