Luncheon

Lunch: Top Behavioral Mistakes Investors Make

NY Times bestseller Daniel Crosby, Ph.D. joins CEO David Geller for this new Investment Roundtable topic

Monday, July 24, 2017

Session

Luncheon (lunch is provided - please RSVP)
12:00pm - 1:30pm

Behavioral Finance - Investing Mistakes

Did you know there are over 117 identified behavioral biases and cognitive distortions that can affect investor decisions? Seems crazy, right? Yet we consistently see that the science and real-world experiences match up.

Why should you care? Because INVESTOR BEHAVIOR has been shown to produce the greatest impact on investment performance. It’s ironic — many wonderful human qualities that help us thrive in many ways can wreak havoc when it comes to investment decisions.

We believe this 90-minute lunch will be a lively one hosted by a dynamic duo:

  • David Geller, CFP®, JOYN’s CEO & creator of Behavioral Wealth Management
  • Daniel Crosby, Ph.D., behavioral finance expert & New York Times bestselling author of The Laws of Wealth: Psychology and the Secret to Investing Success

David and Daniel have created an interactive session that we think you’ll find highly educational, valuable and entertaining. They’ll cover four categories of investment mistakes — behavioral science principles Daniel chronicles in his book — and explore how they play out in real life.

As always, we’ll serve lunch and there will be plenty of time for Q&A and discussion — this material can be fascinating, especially when we see ourselves in the scenarios.

You’ll also receive copies of Daniel’s and David’s books.

There are only 20 spots available, so please reserve your seat/s ASAP.

Topics

The strange Fidelity phenomenon + bad investment mistakes
Intro to behavior biases & why they matter
The simple science behind 4 categories of behavioral risks
Real-world scenarios you might recognize in your own life

Audiences

Open to JOYN clients, the public and your family members (please RSVP quickly – only 20 seats are available)

Topics

The strange Fidelity phenomenon + bad investment mistakes
Intro to behavior biases & why they matter
The simple science behind 4 categories of behavioral risks
Real-world scenarios you might recognize in your own life

Audiences

Open to JOYN clients, the public and your family members (please RSVP quickly – only 20 seats are available)

Success in investing doesn't correlate with I.Q…. Once you have ordinary intelligence, what you need is the temperament to control the urges that get other people into trouble in investing.

Warren Buffett

Monday, July 24, 2017

Session

Luncheon (lunch is provided - please RSVP)
12:00pm - 1:30pm

JOYN

1100 Abernathy Rd., 500 Northpark Town Center, Suite 500 Atlanta, GA 30328

For More Information

Questions? Call Amanda Chapman at (770) 295-5736 or contact us here.