FPA of Michigan Lunch & Learn Grand Rapids

    May 15, 2019
    11:30 AM - 1:00 PM

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    CityFlats Hotel
    83 Monroe Center Street NW
    Grand Rapids, MI 49503

    Presented by Steve Benjamin of Sit Investment Associates

    This program has been approved for 1.5 CFP CE's

    About the Program:  When it comes to finances, most people are not nearly as rational as they think they are. Money can make people funny.  It can cause people to do things that make no logical sense, like buying a stock simply because its price is rising or selling it after its price has fallen significantly.  In this presentation, you’ll learn how the field of behavioral finance began, what’s been learned so far and how to make ourselves and clients better investors. During this presentation:

    • Participants will learn how and why the field of behavioral finance got started.
    • Participants will learn the common, costly mistakes that individuals make when investing and why they make them, regardless of one’s I.Q.
    • Participants will learn how to apply solutions for their clients to common, predictable investment errors to increase the chances that clients can succeed in their investment goals.
    • Participants will learn why it’s important and necessary to periodically review what’s been learned about behavioral finance with clients so they don’t fall into recurring traps.

     About the Speaker:  Steve Benjamin is the Manager of Investment Advisory Services for Sit Mutual Funds.  He works with individuals who are preparing for retirement and also retirees to set up investment programs and withdrawal strategies.  He also works with financial advisors, 401(k) plan participants and retirement plan administrators.  Steve is a graduate of Hamline University and is Series 7 licensed.  Before joining Sit Mutual Funds in 1997, Steve worked in retirement plan administration, marketing and sales at Ameriprise for 9 years and Securian for 1 year.  Over the years, he has spoken to a number of groups on a variety of topics.


    $20.00 FPA Member

    $30.00 FPA Non Member

    $20.00 First Time Guest