Mason City CE Day
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 Export to Your Calendar 2/8/2018
When: February 8, 2018
9 a.m.-1 p.m.
Where: Mason City Chamber of Commerce
9 N Federal Ave
Mason City, Iowa  50401
United States


Online registration is available until: 2/8/2018
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Mason City CE Day

Schedule:

9-10 a.m.: 6 Barriers to Investment Success (1 CEC)
In this presentation, advisors will learn six behaviors that can affect the client’s ability to make investing decisions. A closer look at availability bias, herding, loss aversion, present bias, anchoring and home country bias and how the advisor can help clients identify these common behaviors.

10-11 a.m.: Retirement Income: Balancing Logic and Emotion (1 CEC)
This course will review opportunities in the retirement income market due to rapid growth. We'll review and learn about the logic and emotions of this market and how best to work with clients. Attendees will learn about managing client assets--addressing volatility, withdrawals and standard deviation. Attendees will also learn how to determine retirement income needs for their clients to come up with a strategy. Finally, we will examine a case study for real world application.

11 a.m.-Noon: What the Client Sees (1 CEC)
This presentation will help advisors understand how the physical work environment can effect clients decision making.

Noon-1 p.m.: Lunch and NAIFA-North Iowa meeting

Courses presented by Jim DeKruif, Franklin Templeton Investments

 

Sponsored By:

 

National Association of Insurance and Financial Advisors-Iowa

600 State Street
Suite A
Cedar Falls, IA 50613