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Title

Money, Happiness, and the Future of Wealth Management

Event Description

The wealth management industry is quickly evolving its focus from products to service to experiences. A critical element of this shift is figuring out how money fits into your client’s overall sense of fulfillment and satisfaction with life. Leveraging social psychology and neuroscience, we offer an answer that will help you set clients on a path toward better overall life outcomes and advisors toward higher margin practices.

Please join Brian Portnoy, Ph.D, CFA, author of The Geometry of Wealth​ and head of education at Magnetar Capital to learn more.  To view the speaker's bio - click here!

Each attendee will receive a copy of Mr. Portnoy's book.

Event Type

Society; Educational

Education Topic

Behavioral Finance

Start Time

1/22/2019 11:45 AM

End Time

1/22/2019 1:00 PM

City

Madison

State/Province

Wisconsin

Event Country

United States

Event Region

Americas

Location Info

​Madison Club
5 East Wilson Street
Madison, WI 53703

Speaker

Brian Portnoy, Ph.D., CFA

CE Credits

1 credit

SER Credit

N/A

Currency

USD

Member Price

No Charge

Non-Member Price

$25

Candidate Price

$15 / University Student - $10

Registration

Registration has closed.

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Attachments

Content Type: MyCFA Custom Calendar
Created at 12/3/2018 11:58 AM by bmatthias@adminproserv.com
Last modified at 1/22/2019 3:39 PM by bmatthias@adminproserv.com