Breaking Barriers: Understanding and Overcoming Personal Bia

28 Oct

Breaking Barriers: Understanding and Overcoming Personal Bias

Description

Hosted by: Turning Pointe Financial

Financial Advisors of GWN Securities, Inc.

NEA Retirement Specialists

Guest Speaker: Andrea Santellan, RICP®, CLTC, Life Consultant, Brighthouse Financial

How might personal biases, emotions, and past experiences influence the financial decisions you make?

This educational webinar introduces behavioral finance and examines how personal biases may affect the way we approach investing and retirement planning. We’ll explore four common biases: anchoring, loss aversion, recency, and status quo, and discuss practical strategies for recognizing and managing them. We’ll also discuss the importance of patience, maintaining perspective, and staying focused to ensure that you meet your long-term financial goals.

Join us to better understand your investor behavior and learn how greater self-awareness can lead to more confident and informed financial decisions.

RSVP

Date and Time

Wed, Oct 28, 2026

11:00a - 12:00p EST

Location

Zoom Webinar

Attendees of this seminar and other seminars should always take the time to research the firm and its financial advisers as wells as the products being offered before opening an account or making a purchase. The Securities and Exchange Commission (SEC), FINRA, and State Regulators makes a variety of tools available to investors to assist them in understanding investment products and investigating a broker or other financial professional before investing. The host of this information is a registered representative of GWN Securities, Inc. and/or independent insurance agent. The presenter of this invitation as well as the information presented at the seminar is not related to, endorsed by nor connected with and not approved by any Government Agency or organization. Although the seminar is providing information of value to consumers, the seminar is a solicitation for investment products.