AAII Baltimore Investment Education Chapter |
DATE:
Brooklyn Park Library Branch
1 East 11th
Avenue
Baltimore, MD 21225
(driving directions: www.aacpl.net/branch_info/bpk.htm )
PRESENTATION TOPIC-- Behavioral Finance
PRESENTATION OVERVIEW:
ATTEND THIS MEETING TO LEARN:
1.Why
Behavioral Finance is relevant for investors.
2. How Behavioral
Biases can affect investor decisions.
3. What can be done to limit
the impact of Behavioral Biases.
SPEAKERS / SPEAKERS'
BIOGRAPHY:
Philip Weiss
Apprise Wealth Management
Speaker Biography:
Phil Weiss has extensive financial
and client services experience in equity research and portfolio
management. Phil is a CFA® charterholder and a CPA. He takes a
value-centric, fundamental-based approach to all aspects of portfolio
management and security research. He recently launched Apprise Wealth
Management (http://www.apprisewealth.com), a fee-only RIA focused on
providing comprehensive financial planning and investment management
services and education to those looking for assistance and believes it
is a privilege to manage the retirement assets of others. Primarily
while working as a Senior Analyst for Argus Research, he has served as a
featured media spokesperson on networks such as CNBC and Bloomberg. He
has also written weekly commentary on investment-related topics.
Charge/Fee:
$5 per person and per guest with pre-registration
before September 6th
$7 per
person and per guest with pre-registration after September 6th
$10 per person at-the-door if you are not pre-registered
Copyright 2017 Michael B. Herr. All rights reserved.
This aaiibaltimore.com website is an Investment Education Chapter of the American Association of Individual Investors.