Live Webinars
Cognitive and emotional biases are deviations from rationality. Almost all discussions of biases in financial planning focus on how to reduce or eliminate them; to be rational…
Join us for an enlightening session with personal finance expert Rachel Murphy for a thorough review of the pros and cons of leading personal finance apps. Understand their…
In its traditional sense, retirement means the end of something we’ve spent our lives working towards. It’s time to redefine it. Join Eric Brotman, CFP®, as he shares…
What makes for a happy and satisfying retirement? Consider the following:
“The average person estimates they will spend 23.8% of their life in retirement.”
“Only 44% believe…
Fostering trust in client-facing professions is essential to your work as financial planners. Studies have shown that trust is a critical factor in the quality of the interaction…