Financial Fitness: Help for Seniors: Scams, investment strategies, and planning for when you can no longer manage your own investments
When
11:00 AM to 12:00 PM
Where
49 Knox Drive
Lafayette CA 94549
Who can attend
Limited Capacity: 12 spots available
Price
Organizer
Presented by Angie Hager, CFP®, CFA, Senior Vice President, Destination Wealth Management, Walnut Creek
· What kinds of investment strategies are appropriate for seniors?
· How do you balance between stocks (for growth and dividends) and bonds (for income.)
· What kind of scams do seniors need to be wary of?
· How do you find professional help when you can no longer manage your own investments?
Prior to joining Destination Wealth Management, Angie worked with Vista Wealth Management in San Francisco to provide wealth management and financial planning services for high net worth individuals and families. She also worked at RCM Capital Management helping clients understand the firm's investment philosophy, investment process, and their portfolio performance and characteristics.
Angie received her Bachelor of Business Administration degree in Accounting from Nazareth College, Michigan. She earned the Chartered Financial Analyst (CFA®) designation in 2000 and the Certified Financial Planner (CFP®) designation in 2006. Angie is a member of the Financial Planning Association (FPA) and the CFA Society of San Francisco.