Housel, Scanlon, Periera, Rivera, and Karsan...

IN COLLABORATION WITH

Hi there,

Join Shaping Wealth at the BiFi Summit 2024 for an exclusive deep dive into the intersection of investor psychology and decision-making during pivotal moments. This 3.5-hour, FREE CE-accredited event features insights from some of the leading minds in behavioral finance and financial planning:

• Morgan Housel: Bestselling author and acclaimed financial writer, Morgan will delve into timeless wisdom for navigating today’s ever-changing financial landscape.

• Kyla Scanlon: Kyla explores the housing crisis and the unique challenges Gen Z faces in wealth-building, offering actionable insights on housing as a financial tool.

• Jason Periera: A thought leader in fintech and financial planning, Jason shows how to harness technology to deepen client relationships, moving beyond efficiency to foster meaningful connections.

• Valerie Rivera: Valerie’s talk will guide you on supporting first-generation wealth builders, focusing on trust and culturally sensitive strategies.

• Cem Karsan: With over two decades of experience, Cem offers fresh perspectives on asset allocation models and how to align investor psychology with today’s volatile markets.

Earn 3.5 free CE hours while learning practical strategies to enhance your role as a decision-partner for your clients. Don’t miss this opportunity to elevate your practice in pivotal times.

Register now to secure your spot!

Best,
The Shaping Wealth Team