Life doesn’t always follow a logical path, so perhaps it’s no wonder investors tend to let emotions guide their decisions and take shortcuts in their thinking. The problem is that retirement planning requires logical, rational, and conscious thinking. The field of behavioral finance teaches us how financial decision making is critical to retirement planning. Join us as we explore ways to help investors recognize common blind spots to better prepare them for retirement.
Presenter: MJ Crespin CFP, ChFC, CLU. MJ is a member of Jackson’s Advanced Planning team who provide solutions and resources to help advisor’s clients with intricate and complex retirement, trust, tax, estate, and charitable issues.
1 CFP CE Pending Approval