Planning for retirement requires logical, rational, and conscious thinking. The problem is that many investors take shortcuts in their thinking and decision-making. The field of behavioral finance teaches us how financial decision-making is critical to retirement planning. Join us Thursday, October 26th at 1 p.m. CT as Matt Lewis, Vice President of Insurance at Carson Group and Dave Emmerich, Advisory Integration Consultant at Jackson, explore ways to help investors recognize planning errors to better prepare them for the income stream they may need and want in retirement.
Topics will include:
• Behavioral Finance’s influence on retirement planning
• How to identify and mitigate 3 key behavioral biases in retirement planning
• How to achieve purposeful spending in retirement
This is a Continuing Education (CE) webinar. Live attendees will be eligible for one hour of CFP and/or The American College CE credit.