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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 Director of Investment 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

Private Wealth Management

Start Time

3/13/2019 12:00 PM

End Time

3/13/2019 1:15 PM

Event City


Event State/Province


Event Country

United States

Event Region


Location Info

​University Club
924 East Wells Street
Milwaukee, WI  53202


Brian Portnoy, Ph.D, CFA

CE Credits

1 credit

SER Credit




Member Price


Non-Member Price


Candidate Price

$40 / University Students - $20


Registration has closed for the luncheon.

All Day Event




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Event Short Info



Content Type: MyCFA Calendar
Created at 2/5/2019 10:32 AM by
Last modified at 3/12/2019 4:34 PM by