Financial Professional
Institutional Investor
Individual & Shareholder

Goal Setting, Transitions, and Decision Making


Office Hours with Professor Hal Hershfield, Ph.D. 

Professor Hershfield, Ph.D. shares information on goals and the dynamics that financial planners must consider as people transition through life – current versus future goals, where clients are in the savings lifecycle, and how generational differences might play a role in decision making. Professor Hershfield also considers the science behind our changing perceptions, such as how a global pandemic might make us reconsider what is important to us, and how financial planners can use this research to help improve outcomes for their clients.

Goal Setting, Transitions, and Decision Making

Office Hours with Professor Hal Hershfield, Ph.D.