Toews Managing Investor Behavior – Santa Clara Workshop – 3 CE Credits

Toews Managing Investor Behavior – Santa Clara Workshop – 3 CE Credits
June 12, 2019

Fleming's Prime Steakhouse & Wine Bar

2762 Augustine Dr, Santa Clara, CA 95050

Santa Clara, CA, US, 95050

Toews Managing Investor Behavior is the latest information in the evolving study of including Applied Behavioral Finance into advisor’s practice.

In this free 3 hour, 3 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:

  1. Removing market prediction from portfolio design,

  2. Seamlessly transitioning clients from accumulation to distribution,

  3. Shifting client focus from performance to goals,

  4. Reconciling investor risk tolerance, risk capacity, and risk perception, and

  5. 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®

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP®(with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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.