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July Virtual FPA Meeting – July 20 – 11:30 am
July 20, 2021 @ 11:30 am - 2:00 pm
Overcoming Behavioral Obstacles in Financial Decision-Making
Hr 1: Goals-Based Financial Planning: How Simple Lists Can Overcome Cognitive Blind Spots
Presenter: Samantha Lamas
Hr 2: Coaching Investors through Volatile Times
Presenter: Dr. Leon Zeng, CFA, PhD
Thanks to our July Host & Platinum Partner
Allianz Life Financial Services
FPA - Connect
