June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL Dr. Naomi WinBehavioral Finance Analyst at OrionSpeaker
Profile
Dr. Win draws on clinical practice and current research to clarify the psychological factors that shape decision-making. By mapping the cognitive and emotional drivers that define financial behaviors, she upskills those seeking adaptive strategies to enhance well-being and wealth
Agenda Sessions
Keynote Address - Aligning Lives and Portfolios: Meeting the Moment for Modern Investors
, 11:15amView Session