NAEPC, AEP® and EPLS Forum - Behavior Finance: Is It Rational Or Irrational?
BEHAVIORAL FINANCE: Is it Rational or Irrational?
Behavioral finance is an area of study focused on how psychological influences can affect outcomes; basically, our decision making and what influences it. The foundation of this discussion will be the academic work of Tversky, Kahneman, and Thaler. At the conclusion of the event, attendees will have more insight into their own biases, an understanding of how things that may initially seem insignificant can be quite important, and will feel better-prepared to talk with clients about biases and to help them use this knowledge to make informed decisions.
About Our Presenter:
We all need accurate information and dependable relationships. That’s true no matter what we’re looking for, and it’s especially true when it comes to financial planning. Kit’s clients trust her for two main reasons: They know she cares and they value her experience. This personal-professional combination gives her clients more confidence. We all seek out experts for important parts of our life. It’s about more than just money. Her expertise is about conditioning your financial life for strength, health and endurance so that you can live a life filled with joy. Kit joined Morgan Stanley as a Financial Advisor in Pasadena, CA in 2013. Prior to joining Morgan Stanley, she was with Merrill Lynch Wealth Management for nearly nine years.
On her way to becoming a CERTIFIED FINANCIAL PLANNER™, Kit served a community foundation in Southern California as its Director of Gift Planning. She worked with donors and local charitable organizations to gain philanthropic assets that would provide a legacy of financial resources. Today, she uses her financial-planning proficiency to serve as a volunteer, board member, and consultant to guide families and charities toward more secure financial futures.
Kit raised three children, all now grown and leading fulfilling lives in different parts of the United States. She loves traveling to visit family, including trips to Detroit, her original hometown. She lives in Los Angeles and travels throughout Southern California and the U.S. to support clients as well as the community groups she works with. Her volunteer work continues as a treasurer for NAEPC and St. Barnabas Senior Services. Kit is a graduate of the University of Minnesota, Carlson School of Management, earned the Certified Specialist in Planned Giving® from California State University Long Beach, American Institute of Philanthropy in 2001, and became a CERTIFIED FINANCIAL PLANNER™ and an Accredited Estate Planner® designee in 2013.
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Accredited Estate Planner® designees and Estate Planning Law Specialist certificants.
If you are interested in learning more about the programs, please visit or website or contact the national office.
