BEHAVIORAL FINANCE: Which Is It? Rational & Efficient or Irrational and Inefficient?

Date: Thursday, January 27, 2022
Time: 12:00pm - 1:30pm
Location: Great Hall, Midland, MI -or- Isabella Bank, Mt. Pleasant
Speaker: KIT MAC NEE, CFP, CRPC, AEP

KIT MAC NEE, CFP, CRPC, CSPG, AEP, is a Financial Advisor with Morgan Stanley in Pasadena, California .  She will give a virtual presentation on the topic of "BEHAVIORAL FINANCE: Which Is It? Rational & Efficient or Irrational and Inefficient? Prior to her employment with Morgan Stanley, she spent nine years with Merrill Lynch Wealth Management.  Her goal is to develop dependable relationships with her clients and to provide them with accurate information. Beyond managing money, she counsels her clients to condition their financial life for strength, health and endurance.  Kit is a graduate of the University of Minnesota, Carlson School of Management, earned the Certified Specialist in Pllanned giving from California State University Long Beach, American Institute of Philanthropy, and is a Certified Financial Planner and Accredited Estate Planner.  She loves to travel.  Her hometown is Detroit, and she still has family members in the area.  Her three grown children live in different parts of the United States.

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