Best Behavioral Practices
To Solve the DC Outcomes Crisis
Behavioral finance combines psychology and finance. It reveals how people make financial decisions. It provides solutions to help people make better choices.
This presentation is based on the highly respected book “Save More Tomorrow” by Shlomo Benartzi. It’s about practical behavioral financial solutions to improve 401(k) plans. You will learn about:
- · Behavioral Challenges
- · Best Behavioral Practices
About our Speaker:
Kim Andranovich, Vice President, Allianz Global Investors Center for Behavioral Finance
The Allianz Global Investors Center for Behavioral Finance was founded in 2010 to empower clients to make better financial decisions by turning academic research into actionable ideas and tools. As Vice President and Program Director for the Center, she works closely with the Center’s Chief Behavioral Economist, Professor Shlomo Benartzi, and other Academics on the team. She has been with the Center since 2012, and has been with Allianz Global Investors since 1996, serving in various Institutional and Project Management capacities. She holds a BA in Finance from California State University Fullerton.
Who should attend this program?
Financial Advisors who want to understand how to employ behavioral finance solutions
Plan Fiduciaries who want to know more about the impact of behavioral finance solutions on 401(k) outcomes
Service Providers especially, accountants, consultants, ERISA attorneys and third party administrators who want to know whether behavioral finance solutions can improve outcomes for their client’s 401(k) plans
All Benefits Professionals who are interested in participating in a high-quality educational forum and want to benefit from the knowledge and experience of other benefits professionals in the Orange County benefits community.
Continuing Education:
ASPPA—1 CE Credit CEBS—1 CPE Credit CFP —1.5 Hours
CPA (California) — 1.5 Hours ERPA —1 Hour MCLE (California) —1.5 Hours
Doors open at 7:30 a.m. for check-in, breakfast and networking. Our program will begin at 8:00 a.m. and this program will end at approximately 9:30 a.m. The registration fee includes a full breakfast buffet and hosted valet parking.
The reservation deadline for this event is Thursday, November 12, 2015
WP&BC Members can bring a guest for free! This is a wonderful opportunity to introduce your peers and colleagues to our Chapter. Remember, your guest should be a first-time visitor and potential member. Look for the free guest offer when you register online
The statements and materials presented at WP&BC Orange County Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Orange County Chapter. In addition, WP&BC Orange County Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Orange County Chapter events.
