Behavioral Finance and The Common Pitfalls of Investor Behavior

75 West Towne Ridge Parkway,Sandy UT 84070

16 August, 2022

Description

In this lunch and learn you will learn: How timing and sequence of returns can impact your client’s retirement.How to identify, recognize, and address common biases and aversions in your clients.How positioning an FIA as a safe money solution can mitigate the impact that biases and aversions have on your client’s retirement.