Behaviors and Emotions in Finance: A look at how we make decisions
About this Event
As humans, we are both genetically and emotionally predisposed in how we make decisions. Financial choices are rarely just about numbers — they are influenced by our experiences, beliefs, values, fears, goals, relationships, and even the systems we belong to.
Join Ann Wagner, certified ICF and Organization, Relationship, and Systems Coach, and Stephanie Flask ABFP® AAMS®, Financial Advisor with Edward Jones, for an interactive evening exploring one of life’s major pillars: financial planning through both a practical and human lens.
Agenda
🕑: 05:30 PM - 06:00 PM
Registration + Networking
Info: Settle in, grab a drink, and catered eats from Aladdin's.
🕑: 06:00 PM - 06:30 PM
Welcome + Framing the Evening
Info: Introductions, context for the series, and why understanding human behavior matters in leadership, relationships, and financial decision-making.
🕑: 06:30 PM - 07:00 PM
Values + Goals Activity
Info: Interactive exercises designed to help clarify the values and motivations influencing your decisions and long-term goals.
🕑: 07:00 PM - 07:30 PM
Financial Pillars + “What Keeps You Up at Night?”
Info: A practical and honest conversation around financial planning, common concerns, and the emotional realities tied to money and security.
🕑: 07:30 PM - 08:00 PM
Tying it all together
Info: Connecting values, behaviors, emotions, and financial health — with practical takeaways and a preview of the next event in the series focused on navigating change and creating sustainable shifts.
Where is it happening?
Event Location & Nearby Stays:
USD 28.52
