AAII Baltimore Investment Education Chapter
Brooklyn Park Library Branch
1 East 11th Avenue
Baltimore, MD 21225
(driving directions: www.aacpl.net/branch_info/bpk.htm )
PRESENTATION TOPIC-- Behavioral Finance
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'
Founder & Principal, Apprise Wealth Managemens (Phoenix, MD)
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 also publishes a weekly blog for Apprise.
$5 per person and per guest with pre-registration before January 1
$7 per person and per guest with pre-registration after January 1
$10 per person at-the-door if you are not pre-registered
Copyright 2020 Michael B. Herr. All rights reserved.
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