How do you make financial decisions? Most CPAs are “left-brain” thinkers, which means you may have a digital brain – one that is better at things like computations. If you’re mostly analytical and methodical in your thinking, you may be surprised to learn that, as you make decisions, your brain is still receiving information from the creative, emotional side of your brain.

In fact, many of our financial decisions are subject to irrational logic. For instance, why do we drive out of our way to save a few bucks on gas but refuse to drive the same to save a few bucks on a $125 coat? How is it that we are anxious when our retirement portfolio drops by $60,000 despite experiencing a $500,000 gain? When it comes to making financial decisions, we think we're making smart, rational choices. But are we?

Terri McGray, a Behavior Finance specialist, refutes the common industry assumption that we make financial decisions using fundamentally rational thoughts. From buying a car to planning our retirement and investing we consistently overpay, underestimate, and procrastinate. Yet these misguided behaviors are neither random nor senseless. They're systematic and predictable. You will learn in this fun, engaging webinar that we are, indeed, irrationally logical. And, most importantly, you will learn how to build a better retirement understanding of how and why we think and act the way we do.

Learning Objectives:

• Recognize the modern developments in Behavior Finance


• Determine how our brain responds to financial decisions compared to other decisions


• Recognize our natural impediments to sound decisions and how to identify them


• Identify the ways to overcome our irrational instincts and sensible decision-making when it comes to building retirement readiness