This group offers you an opportunity to network and share ideas with Women Advisors from across the nation. We will also update you on plans for our live Women Advisors Forum meetings in New York, Dallas, Chicago and California. LinkedIn
Deena Katz, CFP, LHD, Associate Professor, TEXAS TECH UNIVERSITY, DEPARTMENT OF PERSONAL FINANCIAL PLANNING
Discover how you can use behavioral finance heuristics to manage your client’s expectations and assist them in making decisions under uncertainty. Using carefully crafted questions you can “coach” your clients through decisions traps that are likely to lead them into poor investment choices.
There is ONE CE credit hour available for this session.