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Personalized Finance: Save More Tomorrow™

Session Speakers
Session Description

Why Attend
Learn how to develop personalized financial plans for your clients by marrying behavioral finance with digital tools to better understand individual clients’ biases and tendencies.  

Session Details
In the age of Amazon and Google, customers have come to expect a high level of personalization—and it’s time for the financial industry to do the same. Combining the latest insights of behavioral economics with digital tools, Save More Tomorrow™ creator Shlomo Benartzi demonstrates how it’s possible to assess an individual for mental biases and tendencies that have a large impact on financial choices. Learn:

  • What your chocolate preferences have to do with your retirement drawdown plan 
  • Why the ability to read facial expressions predicts behavior during market downturns
  • How an assessment of online thinking style can be used to dramatically improve financial well-being

Additional Information
CIMA-1 hr, CPE-1 hr, CE-1 hr
Education Session
1h
Session Schedule