February AAEPC Education Event - Behavioral Finance
Taking Action! Understanding the stages of change and how advisors can get in the way?
One of our primary jobs is to help clients make decisions and act on them but, as every advisor knows, that is easier said than done. Amanda Harvey from the Institute of Family Success at PNC Private Bank will speak on Thursday, February 23, 2023 about how advisors need to understand the stages of change, so we can guide our clients who want to make decision (or maybe don’t!) to taking action. Importantly, advisors aren’t always the positive influence that we strive to be. Sometimes it’s our behavior that creates unintentional barriers to success. Amanda will help us understand our actions and how they impact the ability of our clients to make decisions and achieve success.
February 23, 2023, 6:00 - 8:00 P.M.
Annapolis Waterfront Hotel
80 Compromise Street, Annapolis, MD 21401
Ticket includes an open bar and hors d'oeuvre. Free for AAEPC members.
Click Here to Register
Speaker: Amanda Priebe Harvey, CFP®, MSCP, AEP®
Vice President and Senior Resident Fellow at PNC Private Bank Hawthorn
For over 15 years Amanda used the financial planning process to collaborate with families and individuals as they worked to maximize their financial resources today and also secure a sound financial future for themselves throughout their lifetime.
In her current role as Senior Resident Fellow in PNC Hawthorn's Institute for Family Success, Amanda helps prepare family members to handle the benefits, responsibilities and challenges of significant assets which helps ensure that a family’s wealth remains a positive force for generations to come.
Amanda and the team within the Institute, understand that some families seek guidance to achieve success beyond financial wealth and through the Institute offer additional resources and opportunities to help these families flourish personally, professionally and philanthropically.
She is also an active member of the Planning for the Modern Family National Practice Group at PNC Private Bank®. The group is charged with developing advice and best practices for non-traditional family structures.
Amanda graduated with a Bachelor of Science in psychology from the University of Pittsburgh and a Master of Science in counseling psychology from Chatham University. She holds a Graduate Certificate in financial therapy from Kansas State University, and a Graduate Certificate in financial planning from Duquesne University.
Amanda holds the Certified Financial PlannerTM and Accredited Estate Planner designations. She is an active member and past president of the Financial Planning Association (FPA) of Pittsburgh and is active within the Financial Therapy Association. Amanda has also served on the Duquesne University CFP®
Advisory Board and the Board of Directors for Alpha House Inc., a not-for-profit residential drug and alcohol treatment organization. Amanda is also a current CFP® instructor with the College for Financial Planning.
Through these organizations, Amanda has sought to enhance the financial acumen of various members within her community including veterans and children through Pro-bono financial literacy workshops and Pro-bono financial planning.