Pfister Hotel | Annex Wealth Management

Wealth In Color: Exploring Instinctual Investment Patterns

Wednesday, June 12, 2024 · 6:00 p.m. ·  1 hour 30 minutes

The Pfister Hotel

The Rouge Conference Room

424 E Wisconsin Ave

Milwaukee WI, 53202



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.


Deanne Phillips, CFP®, CDFA®, ABFP℠

Fred Coleman, CFP®

Wealth In Color: Exploring Instinctual Investment Patterns