Behavioral Finance: Why It Matters and How to Help Clients Make Good Financial Decisions

09:30 am - 11/10/2015

@ FPA of San Francisco

155 Sansome Street
San Francisco CA  94104



Behavioral Finance: Why It Matters and How to Help Clients Make Good Financial Decisions

Speakers:
Terrance Odean, Rudd Family Foundation Professor, Haas School of Business,
University of California, Berkeley

Dr. Dave Yeske, CFP®, Managing Director, Yeske Buie, Distinguished Adjunct Professor, Golden Gate University’s Ageno School of Business

Thank You to Our Meeting Sponsor: VOYA


Program Description:
Details coming soon

Speakers:
Terrance Odean
Terrance Odean is the Rudd Family Foundation Professor at the Haas School of Business at the University of California, Berkeley. He is a member of the Journal of Investment Consulting editorial advisory board, of the Russell Sage Behavioral Economics Roundtable, and of the WU Gutmann Center Academic Advisory Board at the Vienna University of Economics and Business. He has been an editor and an associate editor of the Review of Financial Studies, an associate editor of the Journal of Finance, a co-editor of a special issue of Management Science, an associate editor at the Journal of Behavioral Finance, a director of UC Berkeley’s Experimental Social Science Laboratory, a visiting professor at the University of Stavanger, Norway, and the Willis H. Booth Professor of Finance and Banking and Chair of the Finance Group at the Haas School of Business. As an undergraduate at Berkeley, Odean studied Judgment and Decision Making with the 2002 Nobel Laureate in Economics, Daniel Kahneman. This led to his current research focus on how psychologically motivated decisions affect investor welfare and securities prices.

Dr. Dave Yeske, CFP®
Dr. Dave Yeske, CFP®, is Managing Director at Yeske Buie and holds an appointment as Distinguished Adjunct Professor in Golden Gate University’s Ageno School of Business, where he teaches the capstone cases course in the financial planning program. He is a past chair of the Financial Planning Association, where he has also chaired the political action committee, Research Center Team, and Academic Advisory Council. He received FPA’s Heart of Financial Planning award in 2012. Dave contributed a chapter to Investor Behavior: the Psychology of Financial Planning and Investing and also contributed 13 chapters to CFP Board’s Financial Planning Competency Handbook, both published by Wiley Finance. He holds a BS in applied economics and an MA in economics from the University of San Francisco, and a DBA from Golden Gate University.

Meeting Agenda:
9:30 am - 10:00 am - Registration & Networking
10:00 am - 10:15 am - Chapter Announcements and Sponsor Acknowledgement
10:15 am - 1:30 pm - Speaker Presentations, Q & A, and Lunch (11:30 am)
1:30 pm - Program Closes


Early Bird Registration ends November 6, 2015


You may register online after November 6, 2015; however, you will be charged the Regular Registration price. Online registration closes at midnight, November 8, 2015.


*This topic is currently being reviewed by the CFP Board of Standards for 3 CE credits.

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Host: FPA of San Francisco

Categories: Financial Planning

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