Workshop: Behavioral Finance

Have you ever heard about something that seemed like a great idea . . .and then not gotten around to doing it? Even the most rational of us make irrational decisions sometimes, or fail to take action even though it’s in our best interest—and our finances may suffer unnecessarily. We’ll look at some of the fascinating, Nobel-prize winning research on how real humans behave in economic decision-making, and explore some strategies for overcoming irrational biases and sub-optimal behavior.

This is a hybrid event. Registration is required for Zoom attendance. In-person attendance does not require registration; seats available first come, first served.

About the presenter: Heather C. Liston

Heather C. Liston is a Certified Financial Planner (CFP®), and the Principal of Clarity Financial, an advice-only, fiduciary firm based in San Francisco. She holds the IRS's Enrolled Agent certification, as evidence of her expertise in income tax planning.

Heather graduated from Princeton University and earned a Masters in Accounting at the NYU Graduate School of Business Administration, and a Certificate in Personal Financial Planning from the University of California at Berkeley.

She has taught income tax, retirement planning, and other subjects at UC Berkeley, UC Santa Cruz, and Golden Gate University, and she frequently speaks to groups including the National Association of Realtors®, SF Village, and the San Francisco Public Library.