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July Virtual FPA Meeting – July 20 – 11:30 am

July 20 @ 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

Details

Date:
July 20
Time:
11:30 am - 2:00 pm
Website:
https://cvent.me/4xloq9

Venue

ZOOM
Administrator will Register you in ZOOM
Please Register Through CVent, Watch Email for Zoom Access Codes

Organizer

FPA Minnesota
Phone:
763-781-1212
Email:
office@fpamn.org
Website:
www.fpamn.org