Please join us for a CE webinar on February 9th.


The Impact of Behavioral Finance on the Psychology of Investing: How Financial Professionals Can Help Influence Their Clients' Financial Wellness

SPEAKER: Michael Sosnowski, CFP® CLU®, ChFC®, RICP®, CFS®, Director, Advanced Markets, Transamerica

TIME: 9:00-10:00 a.m.

ZOOM Link:

PASSCODE: 647552
MEETING ID:  950 7314 2074

Whether celebrating wealth or calculating debt, money is powerful. Depending on individual circumstances and level of financial wellness, having money can be a source of enormous comfort while inadequate finances can derail future plans, threaten personal relationships, and impair one's overall enjoyment of life.

Financial wellness means having financial security and financial freedom of choice both today and in the future.

Financial wellness influences decision-making in every season of life. It represents a state of being in which you:

  • Have control over day-to-day, month-to-month finances
  • Have the capacity to absorb a financial shock
  • Are on track to meet your financial goals
  • Have the financial freedom to make choices that allow you to enjoy life

Much more needs to be done to make Americans retirement ready. Over time, bad habits can be changed and valuable lessons about money management can be learned. Financial professionals who adopt the principles of behavioral finance will be best prepared to lead clients through this transformation.

One hour of CFP® CE approved.   REGISTER HERE