Investor Behavior
SAVE THE DATE - JOIN US FOR OUR MAY MEETING!
INVESTOR BEHAVIOR
presented by Benjamin Britt, CFP, CLU
The Estate Planning Council of San Bernardino County is pleased to welcome Benjamin Britt to our May meeting.
As a Wealth Management Advisor, Benjamin Britt assists clients in the creation, implementation, and maintenance of comprehensive financial plans that address all contingencies. He will share his knowledge and examine, in depth, the behavior of investors.
Benjamin graduated from the University of Texas at Dallas with a Bachelor’s Degree in Arts and Technology with an emphasis on business. After completing his education, he returned to Southern California to pursue a career in financial planning. He joined Northwestern Mutual in 2010. In addition to CFP® and CLU® designations, he holds Series 6, 7, and 63 securities licenses. Benjamin is a native of Redlands, California. He currently serves as the Finance Committee Chair for the YMCA of the East Valley Board of Directors, where he oversees the Endowment Fund, as well as the fundraising and financial operations of the organization.
Journey through the mind of an investor - Join us for a presentation that is sure to be both informative and engaging!
We hope to see you on May 16th - mark your calendars and RSVP below!
