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Behavioral Finance: Gaining Awareness of What Lies Beneath Your Thoughts About Money


Beyond Awesome Member Price: Free
Awesome Member Price: Free

August 27 @ 5:00 pm - 6:30 pm

Online Only
Via Zoom link provided United States
Free
This is a member only event. Please apply for membership.

Type of Event

Awesome Event

Presented by

Darby Affeldt, DVM, RICP® | Financial Advisor

Location/ Date & Time

Online via Zoom only:

*****Zoom link and meeting password will be sent out to registered participants*******

Date: August 27, 2020

Time: 5:00p.m. – 6:30 p.m. Pacific Standard Time

Description

We all bring perceptions and beliefs (both conscious and unconscious) to our relationships with money.  In this talk, we will explore how your perceptions – like guilt, fear, shame, and abundance or lack, to name a few – may be supporting or hindering your personal financial goals.  Many of these might have origins in childhood, and can affect how we operate around the loaded topic of money.  Once we bring awareness to underlying thought patterns and habits, this creates the ability to clearly focus on what we really want.

Fee

  • Free for all members of The Koa Club
  • Members only event

To learn about membership at The Koa Club, go to Learn about Membership Benefits & Details

Speaker

Darby Affeldt, DVM, RICP®, is an Independent Financial Advisor with North Star Resource Group. Spanning over two decades, Darby’s previous business/practice ownership inspired her to become a financial advisor specializing in working with medical professionals, business owners and retirement income planning. Darby has furthered her education to earn the RICP® designation, Retirement Income Certified Professional. This designation provides her with an understanding of how to effectively guide a client through the transition from their accumulation stage during their working years to their decumulation stage in retirement. The RICP® knowledge base allows her to provide value by developing solid strategies to establish sustainable income for a client’s retirement years.

Darby helps to protect and build wealth by offering a comprehensive and educational approach. Her areas of focus include wealth management, financial planning, investments and insurance strategies to help her clients to reach their personal and business goals. She coauthored Real Life Financial Planning for Veterinarians, teaches financial education at veterinary and pharmacy schools, teaches both retirement planning and business/practice planning courses at a Seattle community college, writes for multiple industry publications, offers webinars for practice owners and associations and is a frequent speaker at national medical industry conferences.

Darby is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc. Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Financial Advisors do not provide tax or legal advice. Please consult a tax or legal professional for advice regarding your specific tax or legal situation. North Star Consultants, Inc., Insurance Products and Services| CRI Securities, LLC – Securities and Investments | Securian Financial Services, Inc. – Variable Products and Securities. Securities and investment advisory services offered through CRI Securities, LLC and Securian Financial Services, Inc., Members FINRA/SIPC. CRI Securities, LLC is affiliated with Securian Financial Services, Inc. and North Star Resource Group. North Star Consultants, Inc. is doing business as North Star Resource Group and is independently owned and operated. University Avenue S.E., Minneapolis, MN 55414. 2770280/DOFU 10-2019.

Details

Date:
August 27
Time:
5:00 pm - 6:30 pm
Cost:
Free
Event Categories:
,

Venue

Online Only
Via Zoom link provided United States