“To know and not do, is to not know.” – Stephen Covey
This session will dive deeply into one of the most uncomfortable issues: Money. We need it to manage our personal lives and to feel stable, have peace of mind, and control our anxiety about the future. Our level of satisfaction in our healthcare, professional life, personal life, and legacy is often dictated by the choices we make around money. But why do so many people make poor choices? Is it really not knowing…or is it not doing? With so many smart people claiming they know what the best decisions are, how can everyone be so different? We will explore the proven elements of behavioral finance and the psychology behind hyper-individualism and how it affects our money decisions and patterns. Join us as we openly discuss the behaviors around finances and how we can make better choices. This judgement-free session will help you to view money situations from a different angle and change how you process financial information.
Behavioral Finance – Why Smart People Make Dumb Money Decisions
Membership & Course Fees
Membership in Celebration Lifelong Learning, Inc. costs $50 per term, for fall or spring. Membership may be purchased without registering for any courses and is non-transferable. Membership benefits include eligibility to register for courses, free admission to the Lecture Series, and free participation in CLL, Inc.'s five monthly clubs. Course fees are $25; some courses require an additional materials fee.
Faculty
Dan Zagata
Dan is a Certified Financial Planner and the Managing Partner of Evershore Financial Group, an independent, comprehensive financial services firm located in Orlando, Palm Beach Gardens, and Boca Raton. The driving motivation throughout his career has been to bring a…
See Dan Zagata’s full profile
17 of 40 seats left
