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Behavioral Finance

EST

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Ray Vigeant, Regional Director - Fidelity Institutional

John Lomba, Gratium Wealth Planning

During this complimentary session, we’ll explore how behavioral finance informs every financial decision we make. We’ll learn how changes over time affect decision-making and will discuss the reasons behind decision-making. Additionally, we’ll break down the different types of bias and how to create a plan to stay focused on your long-term goals.

To reserve a spot: call us at 407.459.8876 or email us at john.j.lomba@ampf.com
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This is an informational seminar. There is no cost or obligation. Fidelity is not affiliated with Ameriprise Financial. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.