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Upcoming events

    • Wednesday, May 19, 2021
    • 12:00 PM - 1:00 PM (MDT)
    • Zoom Webinar
    Register

    Behavioral Finance

    presented by Shawn Waked, MS

    CERTIFIED FINANCIAL PLANNER™, FINANCIAL ADVISOR


    How many times have you watched families have conflict over money while sitting in your office?

    The skill sets to identify how different families view money, in combination with their place in the family system, are a tremendous start to adding value to your clients and their experience with you.

    During this session, Shawn looks forward to sharing some basics on the psychology of money and how different “money scripts” shape our financial views and interactions with others. We will also explore what happens when one member of the family has a varying money script than another member, how you can start to identify these opportunities to help, and how you can orchestrate meaningful and satisfying conversations and compromises between the different players in an estate.

    ABOUT THE SPEAKER

      

    Shawn Waked, MS

    CERTIFIED FINANCIAL PLANNER™, FINANCIAL ADVISOR


    Shawn specializes in helping folks from all walks of life put together road maps designed to help them navigate the complex landscape of personal finance. Shawn devotes the time it takes to work closely with his clients and learn their wants, wishes and apprehensions, giving him the necessary insight to help guide them as they pursue their distinct financial goals. Shawn believes his diverse background as a mortgage broker, insurance agency owner, personal financial advisor and investment manager has endowed him with the holistic knowledge to help families build and preserve their wealth for years to come.


    Like most Certified Financial Planner™ professionals, Shawn offers comprehensive financial planning and investment services. But unlike many others, Shawn received extensive training in financial therapy and behavioral finance, earning his Certificate in Financial Therapy from Kansas State University and working with the Financial Therapy Association to continue to build out this exciting and innovative field. Shawn also holds a master’s degree in personal financial planning from K-State and a bachelor’s degree in business administration from Lindenwood University.


    With nearly 20 years of experience in the financial industry, Shawn applies his in-depth knowledge of financial therapy and behavioral finance to create truly customized plans for his clients and to help them resolve a variety of complex matters, including widowhood, inheritance conflicts, spouses with differing views on finance and other important issues. In 2017, Shawn continued expanding his services by joining Raymond James, a firm with a client-first culture that gives him access to industry-leading resources.

    • Wednesday, June 16, 2021
    • 12:00 PM - 1:00 PM (MDT)
    • Zoom Webinar

    Professor of Law, Dr. Gerry Beyer – Texas Tech University


    • Wednesday, July 21, 2021
    • 12:00 PM - 1:00 PM (MDT)
    • Zoom Webinar


    • Wednesday, September 15, 2021
    • 12:00 PM - 1:00 PM (MDT)
    • Zoom Webinar


    • Wednesday, November 17, 2021
    • 12:00 PM - 1:00 PM (MST)
    • Zoom Webinar


CONTACT US

santafe.epc@gmail.com
www.sfestateplanning.com

P.O. Box 1992, Santa Fe, NM 87504

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