Lessons in Behavioral Finance: Bequest Intentions and Expectations of Older Adults
Thursday, May 19
1:00 p.m. ET
You’re invited to join Janus Henderson’s lead behavioral finance research and wealth strategies expert, Matt Sommer, Ph.D., CFA, CFP, as he helps financial professionals answer three key questions about wealth transfer and how the relationship between children and parents affects bequest intentions.
- Is the level of affection shown by children related to whether parents include children in their will?
- Are parent personality traits related to the decision to provide an unequal bequest among their children?
- Did bequest expectations drop during the Great Recession? Did bequest expectations rise in the years following the Great Recession?
Matt Sommer, Ph.D., CFA, CFP
Head of Defined Contribution and Wealth Advisor Services
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