5 Common Investor Mistakes - ONLINE CLASS

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Taught by Stephanie Genkin, CFP®, CFT-I™ CDFA®

Stephanie Genkin is an independent fee-only CERTIFIED FINANCIAL PLANNER™, Certified Financial Therapist (CFT-I™), Certified Divorce Financial Analyst® (CDFA®), and Certified Life Coach. She completed advanced matrimonial mediation training and is currently focusing on the financial transition certification (CeFT®). Stephanie earned a graduate certificate in Financial Life Planning from Golden Gate University, where she is currently an adjunct instructor.  Previously, she was a senior television news producer at CNN covering business, economics, and personal finance. Her career explaining complicated money issues began when she landed a gig at CNNfn and she's been hooked ever since.  Stephanie earned a Certificate in Financial Planning from NYU and is an adjunct instructor at NYU's School of Professional Studies, Department of Finance & Law. She is a member of the Financial Therapy Association and the National Association of Personal Financial Advisors (NAPFA)  and is frequently quoted in the media (Yahoo! Finance, USA Today, Forbes, New York Magazine, Glamour, MSN Money, AARP, and others) on personal finance issues.

 

stephaniegenkin.com

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*This will be held as a virtual class via Zoom. Zoom meeting info will be sent the day before the talk, and you can explore Zoom ahead of time at Zoom.us*

I've got bad news for you: You aren't beating the market. You aren't even coming close. A 2015 study shows that the 20-year annualized return of the S&P 500 was more than 8.2% while the annualized return for the average mutual fund investor during the same period was only 4.7%. Why is there a 3.5% gap?

Investor behavior is the #1 reason investors fail to earn market returns.

In this class, you will learn 5 of the most common investor mistakes; why you make them, how these actions cause you to lose money and simple practices investors like you can adopt to achieve better investment returns.

This class is for anyone currently making their own investment decisions in a 401k, 403b, IRA or brokerage account or seeking to understand how to work better with an investment advisor.

Please note: This class is concept-based and accessible to both beginner and more experienced investors. Knowledge of statistics is not required.

Cancellation policy