2020 Annual Meeting: Behavioral Finance (via ZOOM)

Date: Tuesday, May 5, 2020
Time: 12:00pm - 1:15pm
Location: via ZOOM (must RSVP to receive access link)
Speaker: Kit MacNee, CFP® CRPC®, AEP®, - MDM Group Morgan Stanley Wealth Management

Accessing ZOOM day of meeting:


Must RSVP to receive link to ZOOM meeting!!!!!!




12:00 p.m.  Log in and catch up with your fellow SEPC members

12:15 p.m.  Presentation

1:15 p.m.    Conclusion




Discussion on Behavioral Finance


About the Speaker: 

Kit joined Morgan Stanley as a Financial Advisor in Pasadena, CA in 2013. Prior to joining Morgan Stanley, she was with Merrill Lynch Wealth Management for nearly nine years.

On her way to becoming a CERTIFIED FINANCIAL PLANNER™, Kit served a community foundation in Southern California as its Director of Gift Planning. She worked with donors and local charitable organizations to gain philanthropic assets that would provide a legacy of financial resources. Today, she uses her financial-planning proficiency to serve as a volunteer, board member, and consultant to guide families and charities toward more secure financial futures.

Kit raised three children, all now grown and leading fulfilling lives in different parts of the United States. She loves traveling to visit family, including trips to Detroit, her original hometown. She lives in Santa Monica, California and travels throughout Southern California and the U.S. to support clients as well as the community groups she works with. Her volunteer work continues as a board member for the NAEPC and St. Barnabas Senior Services. Kit is a graduate of the University of Minnesota, Carlson School of Management, earned the Certified Specialist in Planned Giving® from California State University Long Beach, American Institute of Philanthropy in 2001, and became a CERTIFIED FINANCIAL PLANNER™ and Accredited Estate Planner® designee in 2013.


Must RSVP to receive link to ZOOM meeting!!!!!!


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