Virtual Event

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Event Date Wed Sep 29 EDT (20 days ago)
Location Virtual Event
Region Americas

Join us for a timely webinar on mental health and the financial advice relationship, presented by the Investment Company Institute and Bridgehouse Asset Managers.

This webinar will explore:

• How investors’ mental health challenges are adversely affecting their financial decisionmaking abilities
• How the pandemic and isolation are adding extra layers of anxiety and complication to the financial advice relationship
• How family influence affects decisionmaking, leaving some investors vulnerable to financial abuse and exploitation
• Mental health is a matter of increasing public concern. Don’t miss this opportunity to learn strategies for working with investors experiencing mental health challenges and how to maintain balance and set boundaries.


2021 Speakers

Marty Burns
Chief Industry Operations Officer, ICI

Carol Lynde
President and CEO, Bridgehouse Asset Managers

Adam Wiseman
Mental Health Subject Matter Expert, Bridgehouse Advisory Panel