LIVE WEBINAR

Wealth In Color: Exploring Instinctual Investment Patterns

Tuesday, July 30, 2024 · 1:00 p.m. ·  1 hour 0 minutes

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Behavioral finance is a psychological approach to understanding how investors make decisions, both individually and as a whole. “Wealth In Color: Exploring Instinctual Investment Patterns” looks at how our personal biases guide us, from quick spending decisions to investment choices, which could impact us for years. We’ll look at various biases, exploring those we can moderate and focusing on biases we may need to adapt.
Presenters

Deanne Phillips, CFP®, CDFA®, ABFP℠

Fred Coleman, CFP®

Webinar: Wealth In Color: Exploring Instinctual Investment Patterns by Annex Wealth Management