Decades of social science research indicate that we are poor planners, fickle savers, and self-destructive investors and much of the reason lies in how we process information and make decisions. While we can’t change our faulty cognitive software, or that of clients, we can become better financial architects if we understand the behavioral challenges people face when making decisions about their future financial well-being- especially in times of crisis. This webinar will acquaint advisors and other participants with the latest discoveries from the field of behavioral finance.

Speakers:

  • Barry LaValley, President, Right-brain Advisor, Retirement Lifestyle Center
  • Gillian Leithman PhD, President & Founder, Rewire to Retire

Following the commencement of TRIM in 2016, there are has been a multi phased approach to the ECB’s TRIM exercise. As we are gearing up for a year of further TRIM exercises and transitioning to review of wholesale and low default portfolios, Moody’s would like to host this webinar to provide:

  1. Further insight to the challenges in the market thus far
  2. The common themes across Europe
  3. Remediation and best practice approaches

Following the commencement of TRIM in 2016, there are has been a multi phased approach to the ECB’s TRIM exercise. As we are gearing up for a year of further TRIM exercises and transitioning to review of wholesale and low default portfolios, Moody’s would like to host this webinar to provide:

  1. Further insight to the challenges in the market thus far
  2. The common themes across Europe
  3. Remediation and best practice approaches

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