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Hosted by  FSP Connecticut

Hybrid Program - Total Wellness PLUS Emotional Behavior in Finance

Building your practice is not just about the numbers. It’s about the people. This month’s speakers will focus on understanding your clients emotional and physical well-being and how to achieve their life goals. Understanding how your clients behaviors and beliefs effect their financial decisions will help you develop a deeper relationship as a trusted advisor.
 
 
Please let us know when you register in the Note field if you are attending in-person or online, so we have an accurate count for the venue.   For in-person attendees, by registering for this event, you acknowledge that you assume the risks of Coronavirus/COVID-19, and waive liability to FSP Connecticut, it's volunteers and association manager.
 

 
FSP Connecticut is committed to a membership with high ethical standards and advanced education uniquely qualifying them to assist families, business owners and professionals in achieving their financial goals.    We typically offer 9 programs through our fiscal year of July 1 - June 30th.   Programs may carry CT State Insurance credits (see approved CE below).     
 
If you are paying by credit card, please use the Pay Now buttons to the right (no cards over the phone or on-site).     If you are paying by check, use the Pay Now button and provide us with more info about you and then indicate you are paying by check.  Or use the registration options at the bottom of this page.
 

Thursday, May 12, 2022
8:30 AM - 11:30 AM

Location

Online or In Person
Sheraton Hartford South
100 Capital Boulevard
Rocky Hill   CT   06067
 



Register and pay now by credit card, debit card, PayPal account or mailed check


Member Fee $39.00
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Guest Fee $59.00
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Agenda

 


Sonja Hayes
VP - Advanced Planning Consultant
CUNA Mutual Group

May 12 2022 8:30AM


Behavioral Finance Advice


Prepare yourself and your clients for the certainty of uncertainty by shifting to Behavioral Financial Advice. In this presentation you will learn tools, concepts and skills that will help you navigate these turbulent times. With the use of these new skills, your clients will be prepared for whatever happens next. Behavioral Financial advice increases production and deepens client relationships with financial advice that goes beyond a product focus to effectively influence the spending and saving behavior of your clients – the most important factor in portfolio growth.

Course Objective: Educate financial advisors on understanding how stress affects their client’s decision-making process and how behavioral finance advice can help them change the way investment decisions are made. Share the how CUNA Mutual Group annuities team can help with resources and tips on incorporating behavioral based advice.



Sonja Hayes
VP - Advanced Planning Consultant
CUNA Mutual Group

May 12 2022 9:30AM


Retrain the Brain


The human brain is hardwired to be emotional first, logical second. So, we feel before we think, and our emotional brain is frequently wrong. Subconscious biases control behavior and affect decisions and can have negative effects with investing. How do you coach your clients through situations that so often lead to irrational decision-making? By incorporating behavioral finance tools into your practice, you can spark a positive change, drive thoughtful investing, and enhance advisor-client relationships and results.



Dr. Katrina Turner
Unum Life Insurance company

May 12 2022 10:30AM


Longevity and the Retirement Marketplace


Dr. Katrina Turner, a physician working in insurance, looks at the factors that contribute to the long lives of retirees. Her insights are data driven but interpreted in the very practical ways that your clients can apply to their lives. She will start with a definition of longevity that draws from assessments that a doctor would make when delving into the mysterious question of how long a person will live. Next, she will apply that assessment to Social Security claiming strategies, leaving you with some factors that your clients should consider when making that important decision about when to start taking Social Security. In addition, she will look at the circumstances of older seniors and suggest ways that those that love them can support them in their healthy twilight years. Finally, she will make her insights very practical by sharing her own experience loving and supporting a group of seniors ages 50 to 100.



Sessions

Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.


DateCourse Title/DescriptionStartCT INs
May 12, 2022 Behavioral Finance Advice Sonja Hayes 8:30 A 1.00
Retrain the Brain Sonja Hayes 9:30 A 1.00
Longevity and the Retirement Marketplace Dr. Katrina Turner 10:30 A 1.00



Registration Fee
Member
$39.00
 
Non-Member
$59.00