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JFS Behavioral Finance and Securing Your Retirement

  • Beth Meyer Synagogue 504 Newton Road Raleigh United States (map)

How can we make investment decisions without letting our emotions take over? These decisions can have both short and long term impact on our retirement assets. The way we think and feel influences how we make financial choices and plan for our future. Known as Behavioral Finance, this and other factors can have a long range effect on our income during retirement years. Join Janet Fox, MBA, Financial Consultant, to learn more about Behavioral Finance and the 5 factors that can affect your retirement.

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About the speaker:

Janet Fox, Financial Consultant, President, ACH Investment Group, Inc. Janet is passionate about spreading her knowledge of the need for proper financial planning throughout one's lifetime. She is an Adjunct Faculty Member in the Business Administration Department at Wake Technical Community College and she conducts popular classes in Financial Planning and Business Development. She is an instructor for the Osher Lifelong Learning Institute at North Carolina State University leading seminars on Retirement Planning. She has also worked with the North Carolina Extension Service in their presentation of AARP retirement seminars.

For more information or questions, please contact JFS Programs Coordinator, Robin Dorfman at 919-676-2200 ext 129 or email JFSPrograms@ShalomRaleigh.org

This program is offered free of charge; please consider a voluntary $5/person fee to help us offset our costs. Registration is required by 6/15 to help us plan properly.

JFS Refund Policy: Due to program costs and booking commitments, we regret that JFS cannot offer refunds for paid programs or events unless the program is cancelled by our office. Additionally, JFS is not responsible for providing make-ups for programs missed as a result of personal scheduling conflicts, illness, emergencies, or other circumstances beyond our control. If you are unable to attend a program you’ve registered for, we encourage you to consider your registration fee a form of support for JFS, helping us to continue providing services and programs to our community.

Please register for the program below:

Fill out my online form.
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