Economics-based financial planning has evolved over a century, offering a comprehensive approach to saving, investing, insurance, and retirement strategies. This course delves into the core principles of Economic-based financial planning, contrasting them with conventional methods, and focuses on equipping attendees to provide fiduciary advice rooted in economic science. Explore topics such as lifetime budgeting, risk aversion, portfolio management, and behavioral finance to enhance your financial planning expertise.
Learning Objectives:
- Define the principles of Economics-Based Financial Planning and its contrast with Conventional Financial Planning
- Identify the key components of deterministic and stochastic planning approaches
- Recognize the influence of risk aversion and portfolio choice on financial decision-making
- Determine the strategies for upside and full-risk investing, integrating insights from behavioral finance
Laurence Kotlikoff
MaxiFi
Professor, Boston University
[email protected]
(617) 353-4002
Laurence Kotlikoff is a Professor of Economics at Boston University, Fellow of the American Academy of Arts and Sciences, Fellow of the Econometric Society, Research Associate of the National Bureau of Economic Research, President of Economic Security Planning, Inc., and Director of the Fiscal Analysis Center.
Professor Kotlikoff has written 21 books and hundreds of professional articles and Op-Eds. He is a New York Times best-selling author and a frequent television and radio guest. His columns have appeared in The New York Times, The Wall Street Journal, The Financial Times, The Boston Globe, Bloomberg, Forbes, Yahoo.com, Fortune, and other major publications. In 2014, The Economist named him one of the world’s 25 most influential economists.
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