BEGIN:VCALENDAR
PRODID:-//hacksw/handcal//NONSGML v1.0//EN
VERSION:2.0
METHOD:PUBLISH
BEGIN:VEVENT
DTSTART:20251202T200000Z
DTEND:20251202T220000Z
LOCATION:GVSU Eberhard Center
UID:2748620251202T200000ZBehavioral Finance with Kit Mac Nee, CFP®, CRPC®, QPFC
DTSTAMP:20260606T233741Z
DESCRIPTION:\nNAEPC 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:\n \nThe 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.\n \nHeuristics 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.\n \nPractical application:  insights for financial and estate planning professionals to recognize these biases in their clients and help them make more informed decisions.\n \nAgenda\n \n3:00- 3:30PM  Arrival and networking\n \n3:30 - 4:45PM Program/ Q&A\n \n4:45 - 5:00PM Networking and program close \n \nA little about Kit Mac Nee.\n \nKit, 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.\n \nShe 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.  \n \nTHANK YOU TO OUR SPONSOR:\n \nNational Association of Estate Planning Councils Accredited Estate Planner® Designation\n \n \n \n\n
SUMMARY:Behavioral Finance with Kit Mac Nee, CFP®, CRPC®, QPFC - Western Michigan Estate Planning Council 
PRIORITY:3
BEGIN:VALARM
TRIGGER:PT18H
ACTION:DISPLAY
DESCRIPTION:Reminder
END:VALARM
END:VEVENT
END:VCALENDAR