September 11, 2019 Breakfast Meeting Announcement
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Managing Investor Behavior
Presented by Ryan Connolly and Dan Kullman, Toews Corporation
The Toews Corporation will introduces current research on behavioral science to help advisors build a process for training and managing investor behavior. Our approach to investor behavior encompasses:
Positioning yourself as a behavioral coach who comprehensively addresses market risks.
Understanding and tracking investors' behavioral tendencies. Building portfolios that attempt to anticipate market dislocations, and that meet both the behavioral and economic needs of your investors. Discussing with your investors plans of action for market disruptions in advance, and asking them to make pre-commitments to take certain actions when market challenges emerge. Providing ongoing investor behavioral collateral to help advisors guide investors through market stress events.
Wednesday, September 11th, 2019
Location: Arizona Inn
2200 E. Elm St, Tucson, AZ, 85719
520-325-1541
Members $15 / CFA Members $25 /Guests $40 (No CE credits for guests)
First time breakfast guest fee - complimentary (No CE credits for guests)
Registration and Breakfast 7:15 AM
Speaker will speak 7:45 AM -9:30 AM
2 Hrs of CFP CE Credits for FPA/CFA Members
RSVP to Gerry Oldenski by Friday,
September 6, 2019 at
gerry@dynasetaz.com
To prepay with PayPal go to our website
We accept checks and cash at the door on the day of the meeting
No Shows with reservations will be billed for the breakfast unless prepaid
