After attending this presentation, you will:

• Be better informed as to why people make seemingly irrational financial decisions.
• Identify how to help people who want to change their behavior.
• Realize how these general principles affect us during these harsh economic times and (post-) COVID-19 crisis

The major topics that will be covered in this course include:

• Layout of how everyone, including CPAs and CFOs, psychologically approach financial decisions, and the biases that can result in catastrophic losses. 
• Analyze the economic lives of clients at different income and wealth levels
• Recognize how personal beliefs help or hinder climbing the ladder 
• Incorporate what you’ve learned when assisting people harmed by COVID-19 crisis
• We’ll hazard some financial predictions for the near future

None