Behavioral Finance with Kit Mac Nee, CFP®, CRPC®, QPFC
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NAEPC immediate past president and current board member Kit Mac Nee will join us in person to present an engaging program on Behavioral Finance. She will walk us through how psychological biases can impact financial decision-making, helping professionals and clients recognize these influences to achieve better outcomes. Together, we will explore:
The contrast between theory and reality: the differences between the theoretical model of efficient, rational investors and the real-world evidence of inefficient, irrational decision-making.
Heuristics and biases: cognitive shortcuts (heuristics) and biases that influence how people manage their money. A core example is loss aversion, the tendency for people to feel the pain of a loss more strongly than the pleasure of an equivalent gain.
Practical application: insights for financial and estate planning professionals to recognize these biases in their clients and help them make more informed decisions.
Agenda
3:00- 3:30PM Arrival and networking
3:30 - 4:45PM Program/ Q&A
4:45 - 5:00PM Networking and program close
A little about Kit Mac Nee.
Kit, a financial services veteran, joined Morgan Stanley as a Financial Advisor in Pasadena, CA in 2013 and is currently with the Envision Legacy Group in Beverly Hills, CA. Prior to joining Morgan Stanley, she was with Merrill Lynch Wealth Management for nearly nine years. On her way to becoming a CERTIFIED FINANCIAL PLANNER™, Kit served a community foundation in Southern California as its Director of Gift Planning. While at the community foundation she worked with donors and local charitable organizations to gain philanthropic assets that would provide a legacy of financial resources. Today, she uses her financial-planning proficiency to serve as a volunteer, board member, and consultant to guide families and charities toward more secure financial futures.
She lives in Los Angeles and travels throughout Southern California and the U.S. to support clients as well as the community groups she works with. Her volunteer work continues as a 2025 Immediate Past President for NAEPC and as a board member of St. Barnabas Senior Services. Kit is a graduate of the University of Minnesota, Carlson School of Management, earned the Certified Specialist in Planned Giving® from California State University Long Beach, American Institute of Philanthropy in 2001, and became a CERTIFIED FINANCIAL PLANNER™ and Accredited Estate Planner® designee in 2013.
THANK YOU TO OUR SPONSOR:
National Association of Estate Planning Councils Accredited Estate Planner® Designation
