Women & Wealth | Brookfield

Mind Over Money: Understanding Behavioral Finance

Thursday, April 17, 2025 · 6:00 p.m. ·  2 hour 0 minutes

Annex Wealth Management

17950 W Corporate Dr.

Brookfield WI 53045

Third Floor, Café

Join us for an enlightening workshop that delves into the fascinating world of behavioral finance. "Mind Over Money" explores how psychological factors and cognitive biases influence our financial decisions. Through engaging discussions and interactive activities, you'll learn about common financial behaviors, why we make irrational choices, and how to develop strategies for better money management. Whether you're looking to improve your personal finances or simply curious about the psychology behind spending, this workshop offers valuable insights to help you make smarter financial decisions.

Presenters

Deanne Phillips, CFP®, CDFA®, ABFP℠

Eric Strom, CFP®, EA Director of Financial Planning

Mind Over Money: Understanding Behavioral Finance