Behavioral Finance: The Hidden Logic of Investor Decisions
Wednesday, May 6, 2026
Bread and Chocolate, 1100 N. Chicago Ave., Goshen, Indiana 46528
Behavioral finance is the intersection of behavioral and financial psychology that helps explain why people make irrational financial decisions. Understanding behavioral finance may help to avoid emotion-driven decisions that can lead to unnecessary losses. Evolutionary changes like human nature, means of processing information and coping mechanisms naturally impact decision-making over time. Decades of technological advances have also shaped how humans interact with one another.
This presentation will discuss
- How to address behavioral challenges that may hinder success
- Strategies to break behaviors
- Developing strategies to recognize and counter common cognitive biases
This timely event is also a perfect reason to join the Estate Planning Council, where professionals like you stay informed, connected, and ready to serve our community well.
Our Speaker
Stefanie Azzarelli, Vice President, Fidelity Investments
Stefanie Azzarelli is a vice president in the Intermediary Investment Client Group at Fidelity Institutional, a division of Fidelity Investments serving wealth management firms and institutional investors.
In her role, Azzarelli covers the insurance agency broker-dealer and institutional insurance marketplace, supporting the distribution of Fidelity mutual funds, ETFs, model portfolios, and sub-advised funds through more than 60 insurance company relationships. She is a sought-after speaker at industry conferences nationwide, focusing on retirement income planning, behavioral finance, Medicare, Social Security, portfolio construction, and Fidelity’s economic outlook.
Previously, Azzarelli was a client advisor at Neuberger Berman and a registered client associate at Merrill Lynch. She has worked in the financial industry since 2008.
Azzarelli earned a bachelor of science in business administration with a concentration in finance from Wagner College and holds FINRA Series 7 and 63 licenses. She is based in Chicago.
