Unlock Your Financial Personality: Discover, Learn, and Thrive
Discover Your Financial Personality: An Educational Event by the Financial Behavior Institute
Join us for an engaging and interactive educational event designed to help you uncover your unique approach to money and decision-making through the 8 Financial Personalities from the Financial Behavior Institute. Take the Quiz Here to identify your personality before the event!
Guiding the conversation will be Jackie Mazur, CFP®, FBPS®, founder of Guide My Finances and the Financial Behavior Institute. With over 20 years of experience in financial planning and a passion for behavioral finance, Jackie will share insights into how your financial personality influences your decisions—and how to use that knowledge to your advantage.
Whether you’re a thoughtful Protector, a free-spirited Explorer, or one of the other distinct personalities, this experience will inspire you with fresh insights, educate you on the behavioral side of finances, and equip you with practical, actionable strategies you can implement right away.
What you’ll gain:
A deeper understanding of your financial personality and how it shapes your money decisions
Tailored recommendations to strengthen your financial well-being based on your profile
Tools to align your financial plan with your values and long-term goals
An opportunity to connect, reflect, and learn in a supportive, empowering environment
This event is perfect for anyone seeking clarity, confidence, and a personalized path to financial success.
Inspire. Educate. Empower. Let your financial personality be the key to unlocking your future.
Jaclyn Mazur is an Investment Advisor Representative with Guide My Finances RIA. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Additional advisory services offered through Guide My Finances. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. CRD #4818775. CA Insurance License # 0E49845. Guide My Finances and Jaclyn Mazur are licensed to do business in CA.