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Providing Informed Guidance in the Creation, Conservation and Distribution of Estates
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Behavioral Approach to Finance & Estate Planning

  • September 04, 2024
  • 7:15 AM - 9:00 AM
  • Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL

Registration

  • Non-members welcome for up to two meeting before application for membership is needed to continue to enjoy the benefits of the council.

Registration is closed

Behavioral Approach to Finance & Estate Planning

Maggie Woroniecki, BFA
 
Sikich

Thank you to our sponsor: 

This presentation explores the impact of emotional biases on both estate planning and financial advising. By understanding how the human brain works and recognizing common behavioral biases, participants will learn how to make more rational and effective decisions. The session will provide tips on automating processes, setting long-term goals, and leveraging professional guidance to ensure that plans remain aligned with future needs. Additionally, we will discuss the importance of aligning financial decisions with personal values.

1.0 CLE general credit approved | 1.0 CFP CE approved | CPA CPE certificates provided 

7:15 a.m. full breakfast buffet
7:45 a.m. announcements, estate planning update, sponsor message
8:00 - 9:00 a.m. program

Maggie Woroniecki
Holistic Financial Advisor | Behavioral Finance Expert | Investment Management Specialist

With over two decades of experience, Maggie Woroniecki is a distinguished Holistic Financial Advisor renowned for her expertise in integrating behavioral finance into comprehensive planning and investment management. Her unique upbringing in Poland provides her with a deep understanding of diverse client perspectives, enriching her approach to financial advisory.

Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance. 

DuPage County Estate Planning Council | 1018 W. Madison St., Ste. 9 | Chicago, IL 60607
Tel.  708.338.0760 | dpcepc@navandassoc.com

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