OSCPA June Lunch + Learn: The Psychology of Personal Finance
1.00 Credits
Member Price $0
Non-Member Price $40
Overview
Join the OSCPA for our monthly Lunch + Learn event over topics important to Oklahoma CPAs. Join Sylvia Sterling, a Certified Financial Planner, as she explores the link betweek thoughts, feelings, behavior, and money. As part of your OSCPA membership your registration for this event is FREE*. The topic and speaker for this specific event will be updated at a later date.
Live Stream Option: Can't join us in person? Join us virtually by signing up for the live stream option.
Please Note: The OSCPA has updated our Transfer Policy for in-person events. Find more information here
*Must be a member in good standing at the time of the course. Members are not automatically registered and must sign up to attend as registration is available. Find more information here.
Prerequisites
None
Objectives
Learning Objectives:
- Understand the four money scripts and how money scripts, money memories, and common biases affect financial behaviors
- Learn how to leverage psychological practices to improve financial decision making
Preparation
None
Leader(s):
Leader Bios
Sylvia Sterling
Sylvia L. Sterling is a Certified Financial Planner professional and a Certified Divorce Financial Analyst practitioner. She serves as the Senior Vice President for Retirement Investment Advisors, Inc. She holds a Master’s degree in Personal Financial Planning and Counseling from The University of Alabama and a Bachelor’s degree in Consumer Affairs. Sylvia is a member of the Financial Planning Association and a proud Rotarian, believing strongly in the motto “Service about Self”. Sylvia volunteers her time teaching financial literacy to young adults that are experiencing homelessness and serves on the boards of Sisu Youth Services, OKC Midtown Rotary, and CollabOK. She lives in Yukon, OK with her two teenage childresn, Avery and Eli. They love to travel and explore new places, people, and cuisines.
Non-Member Price $40
Member Price $0