This one-hour webinar will focus on what to do about this problem. New applications from behavioral finance offer many solutions, including the concept of anxiety adjusted returns. Participants will come away with methods to keep clients portfolios and the client-planner relationship unscathed during a crisis.
Hersh Shefrin, Santa Clara University
Greg Davies, Head of Behavioral Investment, Barclays Wealth Management
Deena Katz, University of Texas
Complimentary CE credit available!
Investment Management Consultants Association® (IMCA®) delivers the premier investment consulting and wealth management credentials and world-class education.IMCA's Certified Investment Management Analysts® (CIMA®) certification is specifically for financial professionals who want to attain a level of competence as an advanced investment advisor. The Certified Private Wealth Advisor® (CPWA®) is for wealth managers working primarily with high-net-worth clients.
Ask the Experts is an educational video series, hosted by Financial Planning that features an engaging Q&A with financial and retirement industry experts. This series, sponsored by Guardian, addresses questions and discusses how financial planners can succeed in today's 401(k) marketplace, including small-market needs, strategies, service and support as well as resources. Watch these videos to learn more.
Check out Guardian's additional resources:
> Large Plan Services for Small Plan Clients
> Help Plan Sponsors Understand their Fiduciary Responsibilities
> Learn More about Guardian Retirement SolutionsTM