Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
February 16, 2022
12:00p - 1:00p
Virtual via Zoom
Social Security 101
Everything you wanted to know about Social Security in this FREE workshop presented by Brandon Smith. Brandon is the Public Affairs Specialist in the Cleveland Downtown office. This virtual webinars is being hosted by Gautam Pai at Balanced Financial Concepts.
December 1, 2021
7:00p - 8:30p
Virtual via Zoom
Six Barriers to Investment Success
We like to think we invest rationally, but the field of behavioral finance has shown that there are social, emotional, and even cognitive factors that can affect our financial decisions and stand in the way of investment success.
June 30, 2021
7:00p - 8:30p
Virtual Webinar (Zoom)
Six Barriers to Investment Success: Uncovering Your Behavioral Biases
Virtual Webinar with Gary Lydrickson of Franklin Templeton exploring what drives financial decision-making.