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