3:00 PM ET (2:00 PM CT, 12:00 PM PT)
Presented by: Jennifer Pearce, VP, Business Development, Transamerica
1 NAPFA CE in J – Communications and 1 CFP® CE
Member: Free; Non-Member: Free
Description:
Now, more than ever, emotional investing is causing a financial crisis. This special presentation explores new solutions and insights stemming from the field of behavioral finance that can help investors weather these challenging times. Learn how understanding investor behavior can help you improve your clients’ financial well-being.
Learning Objectives:
• Discover how investor behavior impacts long-term financial security
• Learn why behavioral finance insights are more important now than ever
• Understand how to save investors from the fallouts of emotional investing
• Hear about effective tools and strategies to help clients weather the storm
This is a Partner Solutions webinar sponsored by Transamerica.
Speaker Bio:
Jennifer’s role in Business Development affords her the opportunities to serve not only as an advocate for Transamerica but to create mutually beneficial relationships for Transamerica and its distributors. That means securing product approvals and creating new, or expanding upon existing, sales opportunities that address the needs of all parties involved. Her top priority is to ensure that the relationship between Transamerica and distribution partners is at its best. She does this by partnering across business lines to drive a consistent high-level experience focused on solutions that meet customer needs.
Jennifer lives in Centennial, Colorado with her husband of 14 years, Quentin, two children, Brecken (9) and Kade (6). You can always catch her at the gym at 5am. As a Colorado native, Jennifer enjoys spending as much time outside with her family as possible. You can find them hiking, golfing, bicycling or snowboarding.
This webinar will not be recorded and will only be available live.