Seminars & Speaking

Our Seminars aim to distill a wealth of information about investor behavior into practical tools and processes for advisors. These programs have been approved to provide CE credit.

What You Will Accomplish

    • Understand and learn to solve for significant behavioral challenges investors are likely to face.
    • Build investor behavioral considerations into portfolio construction.
    • Construct a pro-active plan for behavioral challenges to attempt to remove uncertainty when challenges emerge.
    • Learn about the use of investor pre-commitments and specific courses of actions during times of uncertainty.