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Behavioral Finance

  • April 04, 2018
  • 7:15 AM - 9:00 AM (CDT)
  • Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523


  • Please note that guests may attend two meetings per lifetime, and then must join as members.
  • Sponsors receive one complimentary breakfast.  Other members of your group can attend at $35 per guest. - Code Required


Speaker: Samantha Lamas - Morningstar
Topic: Behavioral Finance

Presentation Overview:  The rise of robo-advice, as well as increasing pressure from regulatory changes, has fueled a wave of change in the financial advice industry. Advisors have a growing need to prove the value they provide to clients and to develop skills that can set them apart from automated solutions and their human competition. Morningstar has responded to this need through original research and practical solutions that will prepare advisors to better deal with the ”softer” side of money management: anxiety, family dynamics, and problematic financial behaviors.

Speaker Biography:

Samantha began her career at Morningstar as a product consultant working directly with the individual investor and advisor segments. She currently works with the behavioral insights team as a marketing associate. Samantha focuses on curating and developing content to better understand and drive investor success.

Thank you to our Sponsor

Additional Details:

- Networking begins at 7:15 a.m.
- Breakfast served at 7:30 a.m.
- Speaker Presentation at 8:00 a.m.
- Meeting concludes at 9:00 a.m.

DuPage County Estate Planning Council | P.O. Box 3217 Oak Brook, IL  60522
Tel.  708.338.0760 | Fax. 708.401.0360 |

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