Friday, April 13, 2018 from 11:30 AM to 1:30 PM PDT
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Maggiano's Little Italy (at Santana Row) 
3055 Olin Ave #1000
San Jose, CA 95128

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Susan Adams 
Financial Planning Association of Silicon Valley 

April 2018 Luncheon Meeting


To join the WAITLIST, contact Susan Adams at execdirector@fpasv.org.


Nature, Nurture and Financial Planning

Previously titled "Heuristics, Biases, Nudges - Topics from the Frontier of Behavioral Finance"

Speaker: Hersh Shefrin


Meeting Description 

Neuroscientific research tells us that genetically, only some people are born to make prudent financial decisions. This talk will focus on how insights from neuroscience and behavioral finance impact financial planning and the work of financial planners, especially in the digital age. Discussion topics will include the planner-doer framework, heuristics, biases, and nudges which figured prominently in the 2017 Economics Nobel Prize, awarded to Richard Thaler.

Learning objective:  Knowing how clients think, and how biases and mental shortcuts may affect their thinking can help advisors help their clients make and stick with prudent decisions. 

1.5 hours CFP CE is available for this session pending approval by the CFP Board.

Featured Partner:  Matt Beck, American Century Investments

Speaker Biography

Hersh Shefrin is the Mario L. Belotti Professor of Finance at Santa Clara University. He is one of the pioneers in the behavioral approach to economics and finance. In 2009, his behavioral finance book Beyond Greed and Fear was recognized by J.P. Morgan Chase as one of the top ten books published since 2000. He received his Ph.D. from the London School of Economics in 1974. In awarding the 2017 Economics Nobel Prize to Richard Thaler, the Nobel committee highlighted three accomplishments, of which two involved the work that Thaler and Shefrin did together. He writes a monthly blog post for Forbes and can be followed on Twitter at @HershShefrin.  

Pricing and Registration (Lunch is included)

Register early!  Advanced pricing is available through April 9th:           

  • FPA Members and First Time Visitors:  $40
  • Non-Members:  $60

After April 9th:

  • FPA Members:  $60
  • All Non-members:  $75

Online Registration is open through Monday, April 9th. At-the-door registration is available but limited, so pre-registration is strongly encouraged.

No refunds after 12:00 pm on Tuesday, April 10th.