Exclusive Event to Share Groundbreaking Research and Latest Trends in Behavioral Finance and 401(k) Retirement Plan Success
IRVINE, CA--(Marketwire - Oct 29, 2012) - Burnham Gibson Financial Group, a full-service firm offering best-in-class financial and insurance services to a wide array of clients and their workforces, is hosting an exclusive, not-to-miss behavioral finance presentation, "The Science of Behavioral Finance and the Art of Wine Tasting," held at Tustin's contemporary District Art Gallery on Wednesday, Nov. 14, 2012 from 3:45 to 6:30 p.m.
Sponsored by Prudential and PIMCO, this special event, which includes an international wine-tasting experience and passed hors d'ouevres in an art gallery setting, is designed for clients and prospects interested in strengthening 401(k) plan participation and success. Featuring a thought-provoking discussion based on the trailblazing research of Shlomo Benartzi, Ph.D., on the human behavioral challenges of saving for retirement, this rare engagement will give attendees the opportunity to learn how to leverage behavioral finance principles to help advance their own retirement goals. The evening also offers the exclusive group of 50 to 75 invitees a chance for one-on-one networking with fellow C-level professionals and plan sponsors.
Event host Darin Gibson, president of Burnham Gibson, will introduce the presentation, led by Joe Eleccion, a retirement consultant for Allianz Global Investors and a seasoned industry professional who provides advisors, consultants and plan sponsors with information designed to provide better outcomes for retirement plan participants. Speakers also include Todd Stahl, relationship manager at Burnham Gibson and Jennifer Keefe from Winebow Imports, who will demonstrate the nuances of wines from Portugal, Italy, Greece and Spain -- the claimed "PIGS" of the Eurozone and four international countries of current concern in relation to retirement portfolios.
Understanding how participants' behavior drives them to action -- or fails to do so -- is at the crux of behavioral finance. This uniquely packaged primer on behavioral finance teaches listeners the importance of small immediate changes -- initiating protocols such as auto-escalation -- and the potential for exceeding benchmarks by utilizing behavioral finance principles. Instead of fighting the uphill battle of persuading employees to act against their natural inclinations, attendees will learn to leverage typical choices and behaviors in an attempt to steer employees toward higher enrollment, stronger participation and improved results in their 401(k) plans.
Invitations for "The Science of Behavioral Finance and the Art of Wine Tasting" are limited. To reserve your seat at this important industry event, please call Jenny Kim at 949-833-5702 or email firstname.lastname@example.org by Nov. 1, 2012.
ABOUT BURNHAM GIBSON FINANCIAL GROUP INC.: Burnham Gibson helps corporate and individual clients accumulate wealth, manage risk and plan for the future. Based in Irvine, Calif., the robust, full-service financial services firm offers an unparalleled complement of best-in-class services to help provide for the full spectrum of clients' financial needs, and the needs of their workforces. Burnham Gibson currently offers financial and insurance services to more than 250 businesses and 2,000 individuals and advises on approximately $450 million in assets for corporate and individual clients. In 2010, the company partnered with Burnham Benefits Insurance Services to provide a comprehensive offering of integrated employee benefits solutions. The relationship allows both firms to leverage a larger organizational scale and depth of management, improving the quality and service they can provide for clients. For more information, visit www.burnhamgibson.com.
Securities and investment advisory services offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Annuity and insurance products offered through AXA Network Insurance Agency of California, LLC and its affiliates. Burnham Gibson Financial Group, Inc. is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network. CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. Burnham Benefits Insurance Services is not affiliated with AXA Advisors or AXA Network. PPG81042 (10/12)(Exp 10/14)
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