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Location

Western Galleria Dallas

The Westin Galleria Dallas
13340 Dallas Parkway,
Dallas, TX 75240

Thursday, May 30, 2013

9:10 AM - 10:00 AM

CAN WE TALK?—CE CREDIT AVAILABLE

Deena Katz, CFP, LHD Associate Professor, TEXAS TECH UNIVERSITY, DEPARTMENT OF PERSONAL FINANCIAL PLANNING

Discover how you can use behavioral finance heuristics to manage your client’s expectations and assist them in making decisions under uncertainty.  Using carefully crafted questions you can “coach” your clients through decisions traps that are likely to lead them into poor investment choices. 

There is ONE CE credit hour available for this session.

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