Lessons in Behavioral Finance: Bequest Intentions and Expectations of Older Adults
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Thursday, May 19 |
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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?
Featured Speakers:
Matt Sommer, Ph.D., CFA, CFP
Head of Defined Contribution and Wealth Advisor Services
The opinions and views expressed are as of the date published, are subject to change and may not reflect the views of others in the organization. They are for information purposes only and should not be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation to buy, sell or hold any security, investment strategy or market sector. There is no guarantee that the information supplied is accurate, complete, or timely, nor are there any warranties with regards to the results obtained from its use.
Knowledge Labs® programs are for information purposes only. There is no guarantee that the information supplied is accurate, complete or timely, nor is there any warranty with regards to the results obtained from its use.
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C-0322-42484 05-30-22
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