We place great emphasis on financial literacy, but emotions drive financial behavior, and financial socialization starts early. Family is the greatest contributor to financial socialization. We’ll discuss the drivers of financial behavior, contributors to financial socialization, and practical steps for families to lay a healthy financial foundation. 

Please Join us for:

Finance Through the Ages—Creating Positive Family Influences on Financial Habits

Presented by:

 Vaishali Shah 

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Please join us from 8:30 - 9:00 for Networking. ...

 Topics covered: 

• The (slightly flawed) Focus on Financial Literacy

• Behavioral Finance—Emotions Drive Decisions

• Financial Socialization—It’s Deeper than Knowledge

• Cognitive Development—Ages and Stages

• Practical Steps to Positively Affect Financial Attitudes

 Vaishali Shah, MT, MBA, CFP® Professional 

Vaishali launched Copper Seed in July 2020 through which she works with people of all ages to help them understand their current financial situation and develop a sound plan to move forward confidently. Her passion lies in helping her students find that “aha” moment where the understanding of financial concepts comes together. 

Vaishali offered comprehensive inter-generational financial service and education to her clients at Piedmont Trust Company for nine years. Previous to her work at Piedmont, she taught school both in Virginia and in North Carolina. She graduated from Wake Forest University with an MBA in Finance and Marketing and from Virginia Commonwealth University with a Master of Teaching degree. She earned her BA in Biology from the University of Virginia and is a CFP® Certificant.