2022 West Coast Behavioral Finance Roundtable
Actual room we will meet in
Rooftop bar for Thursday evening social
Come in early or stay late to take in a Spring Training game
Friday March 18, 2022
8:30am – 4:00pm
Tempe, AZ
Westin Tempe
$400 per person
Cost includes Appetizers Thursday Evening,
Friday Beverages, Snacks and Lunch
What is a Mastermind Roundtable?
Education + Application + Idea Sharing + Networking
- Jay will share principles and lead a discussion on timely behavioral finance topic(s) / investor behavior
- Group works together (workshop) to find practical and easy application/solutions for any advisor to implement
- Mastermind Portion
- Each attendee will have 15-20 minutes to share a problem or challenge with the group to get input and feedback
- Challenge can be employee based, practice management, behavioral in nature…whatever you want
- OR you can share with the group something you have done that has worked really well so all can benefit
Testimonials From Prior Mastermind Roundtables
November 2020 – Orlando
February 2020 – Newport Beach