Financial Professionals

Chapter events

Chapter meeting
May 17

Metropolitan Ballroom, Golden Valley
2:00 - 5:00 pm
Followed by Networking Social: 5:00-6:30 pm
Presenters: Jennifer Gongola, Ph.D. & Frank Riccio, CFA

The Well-Tempered Retiree: Fine-Tuning Investor Behaviors in Retirement​​

Investors transitioning to retirement face a decumulation dilemma: Uncertainty surrounding health, longevity, and market risks makes financial planning for retirement incredibly complex and anxiety-inducing. Importantly, the challenges that block investors from optimal decision making and attaining their goals are often linked to errors in human behavior. Using evidence from our recent behavioral science study, part one of this session will cover what we have learned about mitigating negative influences from overconfidence and loss aversion biases. Then part two will cover some of the “supposedly irrelevant factors” that, although largely ignored by economic models of retirement income, had a strong influence on investor’s decision making.

Option to join via Zoom will be offered.
RSVP by May 13, 2022

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