You and your choice of guests are welcome to join us for an educational seminar luncheon.
The Hidden Actor In Your Portfolio
Are you aware of your financial biases? Could you sometimes be your own worst enemy?
Our biases can play a role in our investment decisions. Astute investors know that biases and emotions can often influence our decisions with potential consequences that may not align with our goals.
Join us to learn more about yourself and your portfolio decisions.
During this seminar, you will:
- Learn about behavioral finance and how it impacts your investments
- Gain key insights to becoming a better decision maker
- Build a framework for overcoming your investment biases
Exquisite lunch provided – business attire requested.
Space is limited, only a few seats left.
RSVP by April 13, 2017 (required to attend).