Included is a recap of the announcements from the chapter meeting in case you were unable to attend or need more information!

Chapter Meeting: Behavioral Finance: Why It Matters and Decision Architecture Framework: How to Help Clients Make Good Financial Decisions – Dr. Terrance Odean, Rudd Family Foundation Professor, Haas School of Business, University of California, Berkeley; Dr. Dave Yeske, CFP®, Managing Director, Yeske Buie, Distinguished Adjunct Professor, Golden Gate University’s Ageno School of Business



Dr. Dave Yeske, Tanya Steinhofer and Dr. Terrance Odean

Session Coordinator: Tanya Steinhofer

Thank you to our Meeting Sponsor: Joseph Yastrub from Voya

Upcoming Events and Announcements:

Holiday Reception (Immediately following the above meeting 5:30 pm – 8:00 pm




Next Chapter Meeting: Tuesday, December 8, 2015 – 4:00 pm – 5:30 pm – Family Wealth: Advising the Rising Generation – Panel: Patricia M. Armstrong, Senior Director, Family Dynamics and Education, Abbot Downing; Joe Martin, Partner Golub Group