Common Money Mistakes

Being able to anticipate money mistakes and financial pitfalls is critical to a person’s long-term financial well-being. This non-branded presentation provides an overview of 52 potential money mistakes that can derail a person’s plans. 

Mistakes and their effects are organized loosely on the 4-part CFPB definition of financial well-being. Advisors can use many of the individual mistakes highlighted to conduct impromptu polls during the seminar to gauge attendee interest in other topics offered (debt, goals, college funding, etc). At the end of the discussion, the audience should feel comfortable that they can avoid these potential money mistakes in the future. 

Ivan Lovegren is a retirement Income Specialist, CDFA® who joined Signature Resources in 2016.  A board member of the Rotary Club of Los Angeles, Ivan believes giving back is just as important as educating.  He has served on the Beverly Hills Mayor’s Next Committee, is a member of the Beverly Hills Chamber of Commerce and is also Program Manager for Vesta: A New Vision for Divorce, a national group that seeks to provide education and empowerment to those going through the Divorce process.