Most investing advice assumes that people should follow the same rational playbook. In reality, investors bring their personalities, fears, ambitions, blind spots, and emotional habits into every financial decision they make. In this webinar, Ben Tan, author of Suit Yourself: A Portfolio Strategy for Every Personality Type, explores how Enneagram-informed self-awareness can help people better understand their investing behavior.

Drawing from his background in finance, mental health counseling, and writing, Ben will discuss how different personality patterns may influence risk tolerance, decision-making, money beliefs, and portfolio behavior. The session will invite participants to think beyond generic financial advice and consider how greater self-knowledge can support more honest, sustainable, and personally aligned approaches to investing.