Date: Friday, January 29, 2010
CE Credits: 2 CFP & 2 CPA CE credits (pending approval)
Chapter Lucheon Meeting Registration Fees: FPA Members $35; Guests $50; Students $25; Season Ticket Holders $0 (click here to purchase a 2010 season ticket today!) A $5 surcharge will apply to all at-the-door registrations
Career Day: There is no cost to attend the FPA DFW Career Day events
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830 - 10:50
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Career Day Pre-Scheduled Interviews & continental breakfast (hotel north lobby)
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10:30 - 11:00
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Registration for FPA DFW Chapter Meeting & CE Sign In
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11:00
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Welcome & Announcements
Corporate Partner Spotlights - Hodges Capital and Claymore Securities
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11:30
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'Introduction to Behavioral Advice: How Emotions, Psychology & Values Impact Performance (1 hr CFP & CPA CE)
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| 12:20 |
Break |
| 12:35 |
Luncheon & Networking |
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12:50
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Announcements
Corporate Partner Spotlight: SEI Advisor Network
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1:10
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'An Introduction to Collaborative Law (1 CFP & CPA CE)
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| 2:00 |
Chapter Meeting Adjourned |
| 2:00 - 4:30 |
Town Hall Discussion with Next Generation Planners
Career Day prescheduled interviews will be held from 2:00 - 4:30 pm)
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| 4:30 |
Networking / Happy Hour - Lobby Bar Area |
Introduction to Behavioral Advice: How Emotions, Psychology and Values Impact Performance
Chuck Wachendorfer - The Lennick Aberman Group
This is a one hour session that will answer the following questions...
- What is behavioral finance?
- What is it in our future?
- What can and should we do about it?
Behavioral finance/advice has existed for several years, working in conjunction with the field of traditional finance. In brief, financial advice is based primarily on Nobel Prixe winning, modern portfolio theory. All learning's realted to asset allocation, efficient frontier and modern portfolios remain important. However, all are based on the premise that investors and consumers make rational decisions without bias and essentially will trade off decisions based on risk and reward potential. Behavioral Advice involves the integration of traditional finance, behavioral finance and neuroscience. While convential theory predicts that people behave rationally, research has proven that people frequently behave irrationally. Irrational behaviors are often stimuated by extreme emotions, either positive or negative.
This session will educate you about how behavioral advice does not replace financial planning. It simply increases the effective usage of the financial plan by improving decision making behavior.
An Introduction to Collaborative Law
Nancy B. Amick - Attorney at Law; Board Certified Family Law
What is Collaborative Law?
Collaborative Law is a settlement process that helps families settle divorce cases respectfully without going to court. The Collaborative Law approach offers couples facing divorce the following advantages:
- Helps families divide their assets and businesses without destroying them.
- Improves opportunities to restructure a family after a divorce without devastation .
- Allows for creative solutions that may expand the “pie” that is being divided rather than diminishing it or using it up on divorce costs.
- Provides divorcing couples with a more family- and business-friendly way to restructure their relationships.
- Provides privacy and flexibility to clients.
While a marriage may be ending, the Collaborative Law process recognizes that relationships and obligations often continue – especially when children are involved. It allows spouses to formulate agreements that focus on their most important individual and mutual goals. This process helps all family members move forward in a positive way – focused on the future, rather than dwelling on arguments and disputes of the past.
