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Behavioral Finance: Why Do We Do the Things We Do - Michael Wilson

We all know there are certain things we should do, like eat right, exercise, get plenty of sleep, etc.

The same is true for retirement saving: we all know we should be saving now for an unknown period of time in retirement.

Multiple studies and surveys have indicated how woefully inadequate average retirement savings are. But head knowledge doesn't always translate into action, into current behavior. What's the disconnect? Why aren't knowledge and education enough to move us to do the "right thing" now?

This webinar will examine several behavioral mental traps, or biases, that can help (or hinder) our ability to save for retirement, as well as suggest ideas for putting these biases to work in a positive way.

In “Behavioral Finance: Why Do We Do the Things We Do” by Michael Wilson you will:

  1. Learn to identify several behavioral biases;
  2. Understand how the "old" versus "new" brain impacts decision making;
  3. Discover how positive psychology can impact financial wellness;
  4. Review a brief list of resources for additional insights/learning about behavioral finance.

Your presenter is Michael Wilson, CFP®, CRC®, MBA, Integrity Financial Planning.

Michael Wilson

Mike Wilson is the owner and founder of Integrity Financial Planning, which specializes in personal retirement planning. In one form or another, Mike has been in the training and financial services industry for 30 years. He earned his MBA in Finance from Baylor University and is a Certified Financial Planner®, Certified Retirement Counselor® and a Retirement Income Certified Professional®.

Mike and his wife Nancy reside in Salt Lake City, where he enjoys hiking and mountain biking whenever possible.

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) checkout.  After purchase you will receive an email with a token. Please redeem token to take this course. You will receive another email explaining where to enter your CFP® and/or CRC® IDs  You are responsible for reporting all other certifications for CE credit. 

Overall Rating: 4.9 / 5Behavioral Finance: Why Do We Do the Things We Do – Michael Wilson

The $29 fee is waived for all 90 Days – $125 and 365 Days – $250 subscriptions. Subscribers have ALL ACCESS to this and 50+ other live, rebroadcast, and on-demand courses at no extra fee!

Retirement Resource Center Risk Free Guarantee

Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fee for the course that was filed prior to cancellation.


Behavioral Finance: Why Do We Do the Things We Do - Michael Wilson


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