Events
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Happiness in Retirement
Jul. 22, 2025 8:00 a.m.
Matt is the co-founder and CEO of Westhill Financial Advisors, an independent advisory firm in Marin providing financial planning and investment management. Matt is an enthusiastic student of Behavioral Finance in general, and specifically on the topic of what non-financial factors make for a happy, fulfilling, and meaningful retirement. He teaches Behavioral Finance as an instructor through UC Berkeley’s extension program.
What factors are found to drive a happy, fulfilling, and meaningful retirement? The talk includes brief real-life case studies and explores scientific research on what factors predict happiness in retirement: The Three Pillars. We’ll explore key life cornerstones (Identity, Structure, Social Interaction, Mastery, and Purpose) that are often lost when we leave work and discuss practical ways to replace them.
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Life Lessons from The Bipolar Therapist
Aug. 26, 2025 8:00 a.m.
When a sudden series of manic episodes lands her in a psychiatric ward, what is an established, respected psychotherapist to do? With an otherwise firm sense of self and an openness to new insights, Berger confronts the stumbling blocks of shame and stigma. A series of close friends and mentors stand by her through challenges with abusive colleagues, conflicted relationships with men, estrangement from her mother, and confusion about what truly matters.
Marcia Naomi Berger is a psychotherapist who helps couples and individuals create fulfilling relationships. She wrote The Bipolar Therapist after decades of keeping her struggle with bipolar disorder a secret. She wants people with mental illness to know they are not alone and to make her story readily available to their family members, therapists, friends, and others. |
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The Perception Formula - Align Perception With Impact
Oct. 14, 2025 8:00 a.m.
The key to lasting success lies in understanding the psychological drivers behind decisions. Instead of relying on outdated tactics, leaders need to harness the power of cognitive biases and emotional triggers to build trust, gain influence, and drive outcomes. Most importantly, Shira will share exactly how to implement the Perception Formula™ to create lasting relationships and achieve unprecedented business growth. Shira Abel is a go-to-market expert who is trusted by category-leading enterprises from Siemens, Samsung, AXA, Allianz, and many more to help understand their customers. As the founder of Hunter & Bard and creator of The Perception Formula, Shira brings a unique blend of insights to her work. A Lecturer at University of California Berkeley and in-demand speaker, Shira's talks inspire and equip organizations with the tools to navigate the complexities of modern business, offering a refreshing perspective on how biases and expectations shape our success. |
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