Financial Wellness in Times of Crisis
Money is many things to us and yet we struggle to make wise financial choices.
Using social psychology, neuroscience, and behavioural finance, this webinar will introduce fundamental concepts that embed financial decisions for a meaningful life.
In this webinar you will learn:
- Why so many investors fail to meet their financial objectives due to bad decision-making
- Why any pursuit of “financial wellness” must include consideration of purpose and meaning
- What the concept of “funded contentment” is
- How cutting-edge research on the “future self” can help us become better partners, coaches, and investors
Who is this for?
New Coaches, Seasoned Coaches, Executive Coaches, Personal or Career Coaches, Health Coaches, Coaching Supervisors, Internal Coaches, Leader Coaches.
Speaker Bio
Brian Portnoy is an expert in behavioural finance, a coach, bestselling author, and speaker. As founder of Shaping Wealth LLC, he helps people achieve “funded contentment” – the ability to underwrite a meaningful life.
for over 20 years, Brian has held senior investment and education roles throughout the hedge fund and mutual fund industries.
