NexGen Mastermind Session: Lessons in Behavioral Finance

The upcoming NexGen Mastermind Session on Lessons in Behavioral Finance will explore new research on relationship dynamics in financial advising. The session will examine whether gender influences advisor selection, how financial anxiety and investor confidence relate to advisor use, and how major life events may shape financial intentions—especially when guided by a financial advisor.

5:00pm-5:15pm: People arrive and grab snacks

5:15pm-5:30pm: Introductions

5:30pm-6:30pm: Presentation

6:30pm-7:00pm: Networking

The event is complimentary and open to all, including FPA, NexGen, and non-members.

_______________________________________

Speaker:

Click the events page [website] link to register

(note: meeting will be in the 1st floor conference room; close to the entrance)