In honor of those who have recently earned their charter, we will recognize these individuals during the event. Please join us in congratulating the New Charterholders!
To view a list of the New Charterholders - Click here!
Please join us for an enlightening evening with Carl Richards, New York Times sketch artist and personal finance author. Learn how to help your clients, family, friends (and even yourself!) cut through the emotional complexity of financial decisions.
Despite their best efforts to behave, people still make crazy decisions around money. As financial professionals, it can be particularly painful to watch clients do things we know aren't in their best interest. Conversations about money can be intimidating, to say the least. Carl Richards, founder of the Behavior Gap, believes there's a better way to tackle these conversations. Through the use of simple sketches, for example, he's found that people can more easily grasp otherwise complex financial concepts and recognize bad investor behavior.
Carl will provide research about behavioral mistakes and ways to help investors avoid them in the future. He will discuss how to have more meaningful conversations and better explain complicated ideas to clients.
His presentation style is informal and interactive, and the message is approachable and relevant to investors at any skill level. This program is an excellent opportunity to invite spouses and guests.
Carl Richards bio
New York Times column link