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Behavioral Finance: Gaining Awareness of What Lies Beneath Your Thoughts About Money
August 27, 2020 @ 5:00 pm - 6:30 pm PDT
Type of Event
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
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.
- Free for all members of The Koa Club
- Members only event
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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.