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IEA LIVE Monthly Webinar



From Fear to Risk: Using the Enneagram

to Navigate the Financial Markets

in Personal Investing

By: Benjamin Tan



Friday, August 21, 2026

Presented in English with live Spanish Translation

Join us for this special IEA LIVE presentation From Fear to Risk: Using the Enneagram to Navigate the Financial Markets in Personal Investing, presented by Benjamin Tan.


Ben shares about his presentation:


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.


The presentation will be in English with live Spanish Translation.


The session will be recorded and available for viewing in the IEA Library. Note: You must be an IEA Global member to access the recording.


FREE for IEA Global Members / $20 for Non IEA Global Members - or become a member here.

 

Event Details

Date: August 21, 2026

Time: 3:00PM- 4:30PM EDT

Language: Presented in English with live Spanish Translation.

Location: Online via Zoom - you will receive a Zoom link closer to the event.

Recording: The session will be recorded and available for viewing in the IEA Library. Note: You must be an IEA Global member to access the recording.

Translation: The session will be presented in English and translation into Spanish will be available.

 

About the Presenters

 

Benjamin Tan

Ben Tan is the author of Suit Yourself: A Portfolio Strategy for Every Personality Type. A former finance professional with experience at Oaktree Capital, Credit Suisse, and UBS, Ben now works in the mental health field after completing graduate training in Clinical Mental Health Counseling. His work explores the intersection of investing, personality, self-awareness, and behavioral decision-making.

 

Upcoming IEA LIVE Presentations

September 18 | 3:00pm EDT

Ingrid Hurwitz

Trauma-Informed (TI) Enneagram: Four Important Kinds of Knowing

Want to become an IEA LIVE Presenter?

We are accepting applications for 2027 IEA LIVE Presenters! We invite our IEA Global Accredited members to create and propose Enneagram-related presentations or panel discussions. If you would like to submit a proposal to present at an IEA LIVE session, please complete the IEA LIVE PROPOSAL FORM by the August 31st deadline.

 
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