Though it may be a buzzword, behavioral finances recognizes normal human biases that look at how emotional, social and cognitive factors influence everyday decisions, including financial and health decisions. This presentation will identify many of these biases and examine ways to effectively and ethically apply techniques to help plan participants appropriately frame their health and retirement considerations, actions and decisions from a business, insurance, retirement planning and wellness perspective.
• The human behavioral biases relevant to retirement (and other benefits) issues
• Apply these normal biases to help plan participants in their retirement (and other benefits) decisions.
• Take action in these areas in an ethical manner.
Rick Storms, CEBS
Client Services Manager
Arden Hills, Minnesota
Mr. Storms is a client services manager in the retirement division for Alerus, a financial services firm. Previously, he worked for various employee benefit and retirement firms including Voya, Mercer and Willis for many years in sales and client management roles. Mr. Storms is a frequent speaker at industry association meetings and has been published and quoted in a variety of professional publications.
He holds the CEBS designation. Mr. Storms is a past president of ISCEBS and of the Twin Cities Chapter. He earned a business and management degree from the University of Minnesota and a mini-M.B.A. degree from the University of St. Thomas and is a regular guest instructor at St. Catherine University.
February 26, 2020
8:00 - 8:30 am - Check-In and Breakfast
8:30 - 9:30 am - Program
Farella Braun + Martel LLP
235 Montgomery Street
The Russ Building has underground parking that can be accessed from Pine Street and Bush Street. There are also many parking garages within walking distance of the building.
The office is located two blocks from the San Francisco Muni and BART Montgomery Street station.
$20 - Members
Please click here to register.
By Wednesday, February 19. 2020
Tiffany Cheong, CEBS
This program was presented at the 2019 Employee Benefits Symposium.
If you previously earned continuing education credit for this program, you may not earn additional credit by attending again.