How to nudge your clients into better retirement decisions

Tues, Oct 23 | 4:00pm-5:00pm ET

Advisors long have known that clients can be overwhelmed by the many choices and assessments they are tasked with, leading them to make irrational investment decisions. Now, research in the field of behavioral finance confirms that mental shortcuts and emotions shape everyone’s financial decision-making which can lead to less-than-optimal results.

In this exclusive webcast, advisors will learn how to identify common behavioral biases and blind spots and then help nudge clients into making better long-term decisions, especially about retirement. Specifically, webcast attendees will learn:

  • Highlights of what behavioral economists have discovered about financial decision-making.
  • What researchers at the Stanford Center on Longevity* found out about investors’ most common decision-making mistakes
  • How to nudge clients into making retirement decisions that are in their own best interest by using the MORE (motivate, optimize, realize, evaluate) system.
  • Ways to employ “nudging” in an advisory setting.

*Stanford Center on Longevity is not affiliated with GWFS Equities, Inc. or its parent company, Great-West Life & Annuity Insurance Company.

Approved by the CFP Board for 1 CE Credit. Accepted by Investments & Wealth Institute for 1 credit towards the CIMA® and CPWA® certifications.

CE Credit is not available for on-demand viewing.  


Panelists
 
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Nag Odekar
Vice President, Marketing,
Individual Markets, Great-West Financial
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Sasha Franger
Director of Thought Leadership,
Great-West Financial and Empower Retirement



Moderator
                                                                                                                       
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Evan Cooper
Executive Editor,
InvestmentNews Content Strategy Studio







Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing. For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by Investments & Wealth Institute®, formerly IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report. On-demand viewers will receive an email 30 days after the live event with a program code to self-report.

Please contact us at info_cecredits@investmentnews.com if you have any questions.


Securities offered or distributed through GWFS Equities, Inc., Member FINRA/SIPC and a subsidiary of Great-West Life & Annuity Insurance Company.

Great-West Financial®, Empower Retirement and Great-West Investments
TM are the marketing names of Great-West Life & Annuity Insurance Company, Corporate Headquarters: Greenwood Village, CO; Great-West Life & Annuity Insurance Company of New York, Home Office: New York, NY, and their subsidiaries and affiliates, including registered investment advisers Advised Assets Group, LLC and Great-West Capital Management, LLC.

Investment News is not affiliated with Great-West Life & Annuity Insurance Company, Great-West Life & Annuity Insurance Company of New York or their subsidiaries and affiliates. 

(AM612348-0918)

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