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Please note that this webinar Is from a third party vendor, CPA Crossings. We strongly recommend registering no later than one-hour before the webinar begins. Please contact CPA Crossings webinar hotline if you do Not receive your webinar invitation via email within five minutes after registering:  877-370-2220 ext. 1. Thank you.

Date(s):

05/13/2026

Registration Open:

12:00 AM - 4:00 PM

Time:

4:00 PM - 5:00 PM

Facility:

Online

Meeting Type:

Webinars

CPE Credit:

1.00

Field(s) Of Study:

Finance (1.00)

Level of Knowledge:

Overview

Price:

Member: $55.00
Nonmember: $75.00

Individual Discounts:

Not Available

Overview

After attending this presentation, you will be able to...

  • Recall the difference between the rational economic person concept and behavioral economics
  • Recognize how common information processing and emotional biases affect client financial :decisions
  • Identify how standard of living risk affects a practitioner&rsquo:s methods in dealing with behavioral biases

Highlights

The major topics that will be covered in this course include:

  • Overview of biases and standard of living risk
  • Overview of difference between emotional and processing biases
  • Examples of various real life examples and case studies

Speaker(s)

Prerequisites

Basic understanding of client financial needs