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Phone (518) 458-7774
Price $30 members, $55 non-members
Age Suitability None Specified
Category Business & Tech

Financial Planning Association of NENY: Solving Client Volatility by Jay Mooreland

Thursday, Mar 20 7:30a to 10:00a

For decades the financial industry has focused on reducing portfolio volatility, but has ignored the problem of behavioral volatility. Many risks are known and understood by financial advisers (investment risk, interest rate risk etc…); this presentation introduces the concept of behavioral risk, or the risk that your client says one thing and acts differently.

Created by chapexec

Location & Nearby Info
Wolferts Roost Country Club
120 Van Rensselaer Blvd.
Albany, NY 12204
(518) 449-3223
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