Investing for Older Folks

March 31, 2021
Dave Helgager

Synopsis: An Exchange of Ideas, Philosophies, Experiences, and Perceptions on What Works and Doesn’t Work 

Details: Dave gave an overall introductory view of his experiences with older clients as a financial planner and investment adviser for 40 years, and then call on panel members to get their perceptions on what does and doesn’t work and also respond to comments during Q&A discussion.

Other contributions came from Dan Dana and Dawrin Soder.

(No recommendations were made for the purchases of particular stocks, mutual funds, annuities, bonds, etc.)