FPA Central Ohio Presents Behavioral Finance: From Academic Research to Client Discussions

Fawcett Center

Behavioral Finance:

From Academic Research to Client Discussions

Tuesday, February 6, 2023 8:15am

presented by

Cäzilia Loibl, PhD, CFP®

Drew Hanks, PhD

Eric Olsen, CFP®

Cazilia Loibl

Cäzilia Loibl, PhD, CFP® is a Professor of Consumer Sciences at The Ohio State University. Dr. Loibl currently serves as Chair of the Consumer Sciences program and Program Director of the CFP® Program at Ohio State. She also leads the statewide HUD-approved housing counseling program for OSU Extension. She is a faculty affiliate with the University of Wisconsin RDRC, the German Institute for Economic Research, and the Centre for Decision Research at Leeds University Business School in the U.K. She teaches in the financial planning track at Ohio State. Her research aims to better understand how individuals and families make financial decisions, how behavioral biases can affect the quality of financial decisions, and to design interventions that are effective in facilitating financial decision-making.

Drew Hanks

Drew Hanks, PhD, is an Associate Professor of Consumer Sciences at The Ohio State University. Dr. Hanks received his degree in Economics and has conducted a variety of studies focused on the intersection between psychology and economics, also known as behavioral economics. His work in this area illustrates how individuals are prone to behavioral biases that influence health and financial behaviors. He also conducts work in health and labor economics. Dr. Hanks teaches fundamentals of and advanced consumer analytics courses, consumer decision making courses, as well as fundamentals of financial planning.

Eric Olsen Headshot

Eric Olsen, CFP® is a PhD Candidate at The Ohio State University with a research focus on how real estate ownership fits into the personal balance sheet, military populations, life insurance, and behavioral finance. Eric Olsen is also the founder of Olsen Family Financial, LLC, a Registered Investment Advisory firm and an active-duty Air Force Officer. His prior Air Force experience includes teaching finance and accounting courses at the United States Air Force Academy and worked in program management on IT information systems, flight testing, and stealth radar testing.

Thank you to our Annual Partners!

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Add to Calendar aCLuDhaqizCaPxAftmqF167204 02/06/2024 08:15 AM 02/06/2024 09:15 AM false America/New_York FPA Central Ohio Presents Behavioral Finance: From Academic Research to Client Discussions Behavioral Finance: From Academic Research to Client Discussions Tuesday, February 6, 2023 8:15am presented by Cäzilia Loibl, PhD, CFP® Drew Hanks, PhD Eric Olsen, CFP® Cäzilia Loibl, PhD, CFP® is a Professor of Consumer Sciences at The Ohio State University. Dr. Loibl currently serves as Chair of the Consumer Sciences program and Program Director of the CFP® Program at Ohio State. She also leads the statewide HUD-approved housing counseling program for OSU Extension. She is a faculty affiliate with the University of Wisconsin RDRC, the German Institute for Economic Research, and the Centre for Decision Research at Leeds University Business School in the U.K. She teaches in the financial planning track at Ohio State. Her research aims to better understand how individuals and families make financial decisions, how behavioral biases can affect the quality of financial decisions, and to design interventions that are effective in facilitating financial decision-making. Drew Hanks, PhD, is an Associate Professor of Consumer Sciences at The Ohio State University. Dr. Hanks received his degree in Economics and has conducted a variety of studies focused on the intersection between psychology and economics, also known as behavioral economics. His work in this area illustrates how individuals are prone to behavioral biases that influence health and financial behaviors. He also conducts work in health and labor economics. Dr. Hanks teaches fundamentals of and advanced consumer analytics courses, consumer decision making courses, as well as fundamentals of financial planning. Eric Olsen, CFP® is a PhD Candidate at The Ohio State University with a research focus on how real estate ownership fits into the personal balance sheet, military populations, life insurance, and behavioral finance. Eric Olsen is also the founder of Olsen Family Financial, LLC, a Registered Investment Advisory firm and an active-duty Air Force Officer. His prior Air Force experience includes teaching finance and accounting courses at the United States Air Force Academy and worked in program management on IT information systems, flight testing, and stealth radar testing. Sponsored By: Tuesday, February 6, The Fawcett Center, 2400 Olentangy River Road - Clinton Room Click Here to Register Today! Parking Pass Click Here FPA Members - $30Student Members - No charge!Season Pass Holders - No charge!Non-members/Guests* - $50Student Non-members** - $30 *First Time Guests - No charge (one-time registration only, after that you must pay the non-member price). If you have ever registered for an FPA Central Ohio meeting before, you will be charged $50. **Student Nonmembers - May attend up to 2 programs for free, after that the cost is $25. Your charge will be deleted, if you are on your 1st or 2nd visit, so please contact admin@fpacentralohio.org to complete a comp registration. Once paid, you cannot be refunded. Please bring valid student ID to meeting. We have been approved for one hour of CFP. ODI application is still pending. Please arrive prior to 7:45 AM to ensure that you can sign in for CE credits - No Exceptions! Please register by NOON on February 5, we cannot guarantee availability after that date. Cancellations accepted up until NOON on February 5, after that no refunds or credits will be given. Thank you to our Annual Partners! Fawcett Center

Details

February 6, 20248:15AM - 9:15AM EST