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August 2018

Guiding Investor Behaviors & Measuring Risk Tolerance

August 2 @ 1:30 pm - 2:30 pm EDT

Join us for a webinar on using assessments to identify and guide better client investing behaviors. We'll review the factors that relate to psychological risk tolerance and demonstrate how assessment results can be used to guide better investing decisions. You'll also see a demo of DataPoints' assessment platform. Register here to join us.

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FPA Far West Roundup 2018

August 12 @ 8:30 am - 10:10 am UTC-8
Santa Cruz, CA United States + Google Map

Dr. Fallaw will be speaking at the FPA's Far West Roundup in Santa Cruz, California in August. Check out the conference program here to learn more, or read the description of the presentation below. The REAL Household CFOs of Santa Cruz County- Industrial Psychology, once relegated to human resources (e.g., performance reviews and personnel selection), is being applied within the context of household financial management. In this session, Sarah will share how this academic field is…

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September 2018

XY Planning 2018 Conference

September 25
St. Louis, MO

Stop by and see DataPoints at the 2018 XYPN Live event in St. Louis, MO. For more information on the conference, check out the conference website here.

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