TOEWS BEHAVIORAL PORTFOLIO DESIGN™ is the latest information in the evolving study of including Applied Behavioral Finance into advisor’s practice.
In this free 2 hour, 2 CE credit, workshop we address the impact of behavioral biases, time constraints, and information overload for the financial advisor and their clients.
At the completion of the workshop, our goal is for attendees to be proficient in the following:
Conducting systematic due diligence in a post-DOL world,
Removing market prediction from portfolio design,
Seamlessly transitioning clients from accumulation to distribution,
Shifting client focus from performance to goals,
Reconciling investor risk tolerance, risk capacity, and risk perception, and
Attempting to insulate investors from bad investment behavior.
We believe this is a must-attend workshop for any financial advisor who is serious about enhancing their role as a fiduciary and differentiating themselves in the marketplace.
CE Credit Designations: CFP®, CPA, AIF®, CLU®, ChFC®, RICP®, CLF®, CASL®, CAP®, ChSNC®, CIMA®, and FSCP®
Prior performance is no guarantee of future results. There can be no assurance, and individuals should not assume, that future performance of any portfolio referenced will be comparable to past performance. There can be no assurance that Toews will achieve its performance objectives.
This information contained herein is intended to provide general information only and should not be construed as an offer of specifically-tailored individualized advice. Please contact your investment adviser, accountant, and/or attorney for advice appropriate to your specific situation.
Toews Corporation (Toews/TC) is an SEC registered investment adviser with its principal place of business in the State of New Jersey. For additional information about Toews, including fees and services, send for our disclosure statement as set forth on Form ADV by contacting Toews at Toews Corporation, 1750 Zion Road, Suite 201, Northfield, NJ 08225-1844 or (877) 863-9726.