Membership Breakfast - Applying Behavioral Finance in Your Estate Planning Practice

Date: Thursday, May 9, 2024
Time: 7:30am - 9:15am
Location: Cured 18th and 21st - 10980 Grantchester Wy #110, Columbia, MD 21044
Speaker: Meghan Lurtz, Kansas State University

Members are encouraged to invite colleagues to attend and may host a first-time prospective member attendee at no cost.

About the Program: 
An increasing volume of research is making clear what financial planners have long known – that clients do not always act in a purely rational manner. But it’s one thing to recognize that clients sometimes make irrational decisions, and another to really understand what drives those decisions and how to help clients avoid the most damaging mistakes. In this session, advisors will learn what the behavioral finance research has shown about our not-always-rational decision-making process, and how to consider making adjustments to the delivery of their estate planning services to help clients achieve more desirable outcomes through better communication and enhanced trust.

About the Speaker: 
Meghaan Lurtz, Ph.D., FBS™ is a Professor of Practice at Kansas State University where she teaches courses for the Advanced Financial Planning Certificate Program, lecturer at Columbia University where she teaches Financial Psychology, and an on-staff writer and researcher of financial psychology at Kitces.com. Her research interests vary as she studies both practitioners of financial planning as well as financial planning and financial therapy practices and interventions. Her research and expertise have been featured in Journal of Financial Planning, Journal of Consumer Affairs, Financial Planning Review, Wall Street Journal, BBC, Million Dollar Roundtable, and New York Magazine. She has also contributed chapters to the CFP Board’s textbook, Client Psychology. Meghaan is a past President and current board member for the Financial Therapy Association and Financial Psychology Institute Europe. 

Schedule:
7:30 am - Registration, networking and breakfast
8:00 am - Program begins
9:15 am - Program ends

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