We all know there are certain things we should do, like eat right, exercise, get plenty of sleep, etc.
The same is true for retirement saving: we all know we should be saving now for an unknown period of time in retirement.
Multiple studies and surveys have indicated how woefully inadequate average retirement savings are. But head knowledge doesn’t always translate into action, into current behavior. What’s the disconnect? Why aren’t knowledge and education enough to move us to do the “right thing” now?
This webinar will examine several behavioral mental traps, or biases, that can help (or hinder) our ability to save for retirement, as well as suggest ideas for putting these biases to work in a positive way.
In “Behavioral Finance”, you will learn:
- Learn to identify several behavioral biases;
- Understand how the “old” versus “new” brain impacts decision making;
- Discover how positive psychology can impact financial wellness;
- Review a brief list of resources for additional insights/learning about behavioral finance.
Overall Rating: 4.9 / 5
Retail: $29.00Add to Cart
This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
Your presenter is Michael Wilson, CFP®, CRC®, RICP®, Integrity Financial Planning.
Mike Wilson is the owner and founder of Integrity Financial Planning, which specializes in personal retirement planning. In one form or another, Mike has been in the training and financial services industry for 30 years. He earned his MBA in Finance from Baylor University and is a Certified Financial Planer®, Certified Retirement Counselor® and a Retirement Income Certified Professional®.
Mike and his wife Nancy reside in Salt Lake City, where he enjoys hiking and mountain biking whenever possible.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
Invest in Your Retirement Expertise
1 hr CFP®, CRC®, and other CE Credit Reporting
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