Please join us for our Annual Scholarship Awards Dinner and Educational Program on Wednesday, June 13. We are honored to present our 24th Annual FPA Fairfield County Financial Planning Scholarship Foundation's 2018 Scholarship Award to a qualified local high school student. We will also have a 50/50 Raffle to support our Scholarship Foundation, so please come prepared to participate at $5 per ticket!
Building Better Balanced Portfolios
Using Balanced-Risk (1 CFP CEU)
Doug Hedley, Chief Investment Strategist
Paritas Capital Management
Doug Hedley will explain how a balanced-risk investment process can help to stabilize the core holdings of a portfolio by protecting against large draw downs and participating in growth environments. The process is centered around using risk instead of long-term forecasts to aid in increased consistency and ultimately superior risk-adjusted returns over the long-term.
Applied Behavioral Finance, Financial Therapy & Personal Financial Planning (1 CFP CEU)
Ron Sages, Ph.D., AEP®, CFP®, CTFA, EA
Sr. Portfolio Manager/Director, Financial Planning
Eagle Ridge Investment Management LLC
Ron Sages, who is also an Assistant Professor of Personal Financial Planning with Kansas State University, will address a series of of critical questions: What is Applied Behavioral Finance and Financial Therapy, and why do they matter? What are the various constructs of individual behaviors around personal finance? What are the more common biases that have been identified? How do these biases impact/affect financial planners and how they interact with clients?
For more information about the program and how to register, please click on "More Event Details" below.
We hope to see you June 13th!