BEHAVIORAL FINANCE SERIES:

NAÏVE DIVERSIFICATION

FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS

with Sandy Hornor | CEPS

Managing Director, Wealth Management & Executive Manager, BWFA

and special guests

Tyler Kluge | CFP®, CPWA®, CDFA®, CEPS

Financial Planner, BWFA

Joseph DePatie | CFA, CFP®, CDFA®

Associate Financial Planner, BWFA