The Mirror Test: Financial Planning Blind Spots Investment Pros Often Miss with Their Own Wealth

When:  Feb 4, 2026 from 12:00 PM to 01:00 PM (ET)
Associated with  CFA Society Louisville

In conjunction wtih CFA Society Boston.

Babson College Professor of Financial Planning Glenn Migliozzi, CFA, and Erik Jefferson, CFA, CAIA, CWS, Managing Partner, TrestleBridge Capital, offer a practical, candid walkthrough of the planning gaps that commonly appear even among sophisticated investors.

 

The session will include real-world examples and age-based benchmarks to help attendees reassess their current approach and leave with a clear framework to improve outcomes beyond returns.

More information

Location