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February 8 2017 - Evening Education Meeting
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2/8/2017
When: Wednesday, February 8, 2017
5:00 PM - 8:00 PM
Where: United States


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This Event is Full to Capacity - No Onsite Registration is Available.

 

Date: Wednesday, February 8, 2017

Time: 5:00 PM - 8:00 PM
5:00 - Networking and refreshments
5:45 -- Opening Comments
6:00 - 8:00 Presentation, Q&A

Location:
3 West Club
3 West 51st Street
New York, NY 10019
http://www.3westclub.com/web/3west/northstar

Topic: Missed-Behavior: Practical Application of Behavioral Finance

Speakers:
Marina Dimova - Vice President at ideas42 - Click here for Bio
G. Ed Stubbins, CFA - Partner at Fuller & Thaler Asset Management - Click here for Bio

Program Description:
This month’s evening meeting will feature two speakers addressing behavioral finance and its application to financial planning. Our first speaker, Marina Dimova from ideas42 will discuss the basics on the behavioral perspective and relationship people have with finances and how people best communicate about money. She will discuss the current research on the key problems and issues people have when dealing with savings and debt. Ms. Dimova will also highlight some of the solutions that ideas42, utilizing behavioral finance methods, have pioneered in helping people improve their financial management. Our second speaker, Ed Stubbins, is from Fuller,Thaler an investment company that uses bottom-up investment approach exploiting insights from behavioral finance. Mr. Stubbins will highlight the many areas that people fail to act rationally when it comes to investments, including selling in panics, investing on hunches, and poor cash management. He will also discuss how planners can help clients avoid these poor behavioral actions.

Learning Objective:
Participants will be able to describe how behavioral psychology impacts a client’s objectives, goals, understanding, decision making, and actions. They will gain an understanding on how to overcome negative behavioral biases and utilize positive behavioral biases in financial matters. Participants will also gain understanding in how better communication can help clients articulate and reach goals.

Level of Complexity: Intermediate

Credits:

Applied for 2 CFP® CE credits with the CFP Board. You can also earn 2 CPE credits for NY licensed CPAs.

Registration Fees:
FPANY Member - Free
Non-FPANY Member - $50
NYU Student - Free (Please contact us at admin@fpany.org to register.)




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