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Saturday, November 21, 2009 |
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The AAII Research Triangle Chapter presents...
Financial Planning Wisdom of Ebenezer Scrooge: Behavioral Financial Traps
Discussed by:
John Thomas CFA, CFP
Vice President of Stearns Financial Group
Pam Stearns, CPA
Financial Advisor at Stearns Financial Group
Studies have shown that investors have lost billions of dollars in the last 10 years by doing the wrong thing at the wrong time, often driven by emotions and media frenzies. John Thomas and Pam Stearns will discuss how investors can avoid behavioral finance traps that can lead to subpar financial results and even plan failure. They will use the famous Scrooge holiday theme to make their educational session lively and fun!
| Attend This Meeting and Learn... |
 | How behavioral financial traps can trip up the most savvy professional investors |
 | How children and grandchildren can learn healthy money habits
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Return to Research Triangle Chapter home page
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