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​[Webcast] Behavioral Finance 2.0: Money, Happiness, and the Future of Wealth Management

Event Description

Behavioral Finance 2.0: 

Money, Happiness, and the Future of Wealth Management

Behavioral Finance_01.jpg
Tuesday, February 9, 2021 | 4:00PM - 5:15PM ET 

The business of financial advice is evolving quickly as commoditized products and portfolios are yielding to increasingly comprehensive planning solutions and beyond. As advisors struggle to define and defend their value, the effort to deepen and broaden client relationships implicates the need to transform the core insights of behavioral finance from academic to practical. Well beyond lists of biases or quoting well-worn aphorisms, we now have perspectives—informed by disciplines like social psychology and neuroscience—that can help us evolve “goals-based wealth management” from slogan to craft. The era of Behavioral Finance 2.0 is upon us. This implicates not just investment decision-making but also bigger questions like how money fits into a fulfilled life, including consideration of how the quest for “more” can be balanced with the satisfaction of “enough.”

Learning Objectives
  1. Understand the evolution of the financial advice business over the last half-century, where it might be going next, and its implications for the broader financial services ecosystem.
  2. Answer the questions of how is the human brain wired for two distinct experiences of happiness, and why money can “buy” one but not the other.
  3. Understand how the application of behavioral finance insights in practical and scalable ways bodes well for client satisfaction and commercial success.
Who Should Attend? 
  • Wealth managers, Portfolio managers, Financial advisors and Business development people
Brian Portnoy.jpg
Brian Portnoy, Ph.D., CFA
Author and Founder,
Shaping Wealth

Brian Portnoy, Ph.D., CFA, is an expert at simplifying the complex world of money. In his three books -- The Investor's Paradox, The Geometry of Wealth, and How I Invest My Money (edited with Josh Brown) -- he illustrates how to not only make better financial decisions but also figure out how money fits into a joyful life. Brian is the founder of Shaping Wealth, a financial wellness platform that works with individuals and organizations to make better money decisions. He has served as keynote speaker, seminar leader, and coach to thousands of investors on topics ranging from portfolio strategy to the connection between money and happiness. For more than two decades, Brian has worked in the hedge fund and mutual fund industries as portfolio manager and educator. He is a CFA Charterholder, earned his doctorate at the University of Chicago, and serves on the advisory board for the Alliance for Decision Education. He lives in Chicago with his wife and three children.

Tom Galgano.JPG
Sales Executive
The Vanguard Group

Tom Galgano is a sales executive for The Vanguard Group based in Nashville TN. Tom works with over 300 RIA firms across 5 states and the District of Columbia and has spoken at countless CFA, FPA, NAPFA, estate planning and conference events across the country on topics such as economics, practice management and portfolio research. Tom is currently a CFA charter holder and attended Bartley Business School at Villanova University. Tom is a member of the CFA Society Washington, DC as well as the co-chair of the Programs and Education Committee and has been leading the RIA subcommittee programs for over 3 years. Tom has been with Vanguard for over 9 years. 

Event Type


Education Topic

Behavioral Finance; Private Wealth Management

Start Time

2/9/2021 4:00 PM

End Time

2/9/2021 5:15 PM





Event Country


Event Region


Location Info




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Member Price


Non-Member Price


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Registration is closed.


We encourage members of other CFA Societies to attend this event at the CFAW Member Rate. Please contact with any questions. 

Discounts/Refund Policy
Group Discount:
Organizations are eligible for a 10% discount when registering three or more people for an event. You may register multiple people, by selecting the Add Person button, after registering the first attendee. All registrations must be processed at the same as the 10% discount will automatically be applied at checkout.

Cancellations, Substitution, and Refund Requests
  • Substitutions are welcome at any time
  • Cancelations must be made in writing and emailed to on or before 5 business days prior to the event
  • No refunds will be processed after 5 pm ET, 5 business days prior to the event.
  • A $25 administrative fee will be applied to all cancellations.
  • Refunds will not be issued for no shows.

All Day Event











2/9/2021 4:00 PM


Content Type: MyCFA Calendar
Version: 11.0
Created at 1/8/2021 12:04 PM by[CASMSTS:username]
Last modified at 2/8/2021 7:00 AM by[CASMSTS:username]