Schedule of Events

May Breakfast Meeting

  • Thursday May 16, 2019
  • Start Time: 8:30AM
  • End Time: 11:00AM
  • Rivers Club, One Oxford Center, 301 Grant Street, downtown Pittsburgh
  • Presented by: Eben Burr

Managing Investor Behavior in your Practice, Planning, and Portfolios – 2 CFP credits

Presented by Eben Burr, Managing Director, Toews

There is an ever-increasing amount of information available about behavioral finance and abundant evidence of the average investor’s poor ability to navigate markets. Yet, the advisory community has produced limited guidance for advisors who wish to curb biases and improve investor decision making.

This course distills a wealth of information about investor behavior into practical tools and processes. The intended outcome is to train advisors to implement investor behavioral considerations when building portfolios, create greater client understanding deepen client relationships, and improve competitive differentiation.