The Power of Behavior to Build Wealth + Health – Transamerica – 4.28.21

Overview:
Title: The Power of Behavior to Build Wealth + Health
Date: Wednesday, April 28, 2021
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

Register Now:
Already Registered?
Accepted for one hour of CFP®, CFA® & CIMA®, CIMC®, CPWA® or RMA CE Credit for live webcast attendees. RIA Database is registered with the CFA Institute as a Sponsored Provider of Live CE Programs for CFA Charterholders. To receive credit, please enter your CFP Board Number/CIMA ID Number/CFA Institute ID below. (Not Applicable for On Demand)
*I am a financial professional. I understand that this event is for financial professionals only, and I may be contacted by the sponsor.

Summary:

On Demand Soon.

From the sage investor to the novice with little to no experience, humans are inherently emotional and often irrational when it comes to money decisions. This year alone, we’ve already seen how a global pandemic, unstable markets, and a sensationalized news cycle can influence investor behavior. This begs the question: How can financial professionals help keep their clients on track through uncertainty? This presentation will cover:

  • How investor behavior impacts long-term financial security
  • Why behavioral finance insights are more important now than ever
  • How to save investors from the fallouts of emotional investing
  • Effective tools and strategies to help clients weather the storm

Speaker:
Mark Halloran Mark Halloran Managing Director, Head of Business Development Individual Markets Transamerica

Mark leads Transamerica’s Business Development Group for Individual Markets.

This group is responsible for Transamerica’s retail and institutional distribution relationships for Annuity and Asset Management product lines. Mark also has charge of the Industry and Regulatory Strategy team which is responsible for development and execution of Transamerica’s strategies in response to business environment and regulatory changes.

Prior to joining Transamerica, Mark held the position of Head of Business Development for the Independent and Financial Institution Divisions at ING Annuities. During his tenure at ING, Mark held several significant roles; Mark has balanced managing and mentoring ING wholesalers and business development managers with developing strategic marketing plans and traveling the country to introduce new products and speak on current industry topics.

Mark is a veteran of the financial services industry with over 30 years of experience and has held positions on both the product manufacturing side as well as on the retail distribution side of the business specific to marketing mutual funds, retail annuities and other investment products. During his career, he has worked for companies such as: Metropolitan Life, Bank of Boston, INVEST, Aetna Financial Services and ING.

Mark and his wife Charlene live in Morris, Connecticut and are the parents to two adult children.
Transamerica Resources, Inc. is an Aegon company and is affiliated with various companies which include, but are not limited to, insurance companies and broker dealers. Transamerica Resources, Inc. does not offer insurance products or securities. The information provided is for educational purposes only and should not be construed as insurance, securities, ERISA, tax, investment, legal, medical or financial advice or guidance. Please consult your personal independent professionals for answers to your specific questions.

Investments are subject to market risks, including the loss of principal. Investment strategies described may not be suitable for all investors and should not be construed as investment advice or a recommendation for the purchase of sale of any security. Past Performance does not guarantee future results.