Broker Check
19 Feb
Six Barriers to Investment Success

Organizer

Brittany Dean bmdean@wradvisors.com

Presenter

Dan Almuti, CIMA®

Description

MFS PRESENTS: UNCOVERING YOUR BEHAVIORAL BIASES

SIX BARRIERS TO INVESTMENT SUCCESS

    

Franklin Templeton Host: Dan Almuti, CIMA - Vice President - Senior Advisor Consultant


Are hidden biases undermining your investment success?

We like to think we invest rationally, but the field of behavioral finance has shown that there are social, emotional, and even cognitive factors that can affect our financial decisions and stand in the way of investment success.

By identifying these unconscious tendencies, we may have a better chance of meeting our long-term goals.

Join this presentation to learn more about:

  • Common Behavioral Biases
  • How Biases affect our decision making ability
  • The impact of Baises on investment portfolios

**SEATING IS LIMITED**

THERE IS NO COST TO YOU, LUNCH AND REFRESHMENTS WILL BE INCLUDED.

RSVP BEFORE FEBRUARY 10TH TO BRITTANY DEAN BMDEAN@WRADVISORS.COM OR 303.626.2447

 

Waddell & Reed is not affiliated with Dan Almuti, Franklin Templeton or MFS. This is meant for educational purposes only.  It should not be considered investment advice, nor does it constitute a recommendation to take a particular course of action. Please consult with a financial professional regarding your personal situation prior to making any financial related decisions. 12/19

Date and Time

Wed, Feb 19, 2020

11:30a - 1:00p MST

Location

Rock Bottom Brewery - Park Meadows - Buffalo Lounge

9627 E. County Line Road
Centennial, CO 80112
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