SEPC September Meeting
September Meeting
Behavioral Finance with NAEPC Speaker Kit Mac Nee
Speaker
Kit Mac Nee, CFP®, CRPC®, AEP®
Description
Behavorial Finance is the study of how we make decisions about money. We'll look at the work of Amos Tversky and Daniel Kahneman. Many biases guide our choices. Understanding them and how our clients use them to make their choices can help us as professionals communicate clearly to help our clients better accomplish their goals. It is also important for each of us to understand what our biases are to be better able inform ourselves with as much unbiased information as possible. The presentation ends with best practices for professionals in estate planning. Behavorial Finance is the study of how we make decisions about money. We'll look at the work of Amos Tversky and Daniel Kahneman. Many biases guide our choices. Understanding them and how our clients use them to make their choices can help us as professionals communicate clearly to help our clients better accomplish their goals. It is also important for each of us to understand what our biases are to be better able inform ourselves with as much unbiased information as possible. The presentation ends with best practices for professionals in estate planning.
Zoom Attendees
Please sign in promptly so you have adequate opportunity to prepare for the meeting.
Zoom information will be emailed the day before as well as the time to sign in for the meeting.
Agenda
Registration/Cocktails: 5:00 p.m.
Meeting/Dinner: 5:45 p.m.
Presentation: 6:30 p.m. - 7:30 p.m.
Cost
- SEPC Members (Zoom): $35
- Non-Members (Zoom): $50
For More Information
Contact: Raquel Altavilla
Phone: 916.715.5939
Email: admin@sacepc.org
Nonmembers who wish to attend this program, contact Raquel Altavilla at admin@sacepc.org who can assist you with registering.
Sacramento Estate Planning Council has a 48 hour cancellation policy for meeting events.
Zoom registration will close on Monday, September 25
