Are you the executor or beneficiary of an estate? Handling the death of a loved one is an incredibly difficult time. Finances can make it harder as there are a number of deadlines and things you need to know. This course will walk through various financial considerations and implications you need to be aware of to smoothly transfer assets and minimize confusion in a difficult time.
This class will focus on the intersection between human psychology and investing. We will explore several behavioral and cognitive biases that can affect how you view your investments, and make decisions surrounding them. The presentation will conclude with a follow-up open discussion. The class will be hosted by the DE Money School.