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Financial Fitness: Help for Seniors: Scams, investment strategies, and planning for when you can no longer manage your own investments


Tue 01 / 23 / 2018 from 11:00 AM to 12:00 PM
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Lafayette-Orinda Presbyterian Church - Oak Room, 49 Knox Drive. Lafayette




Peggy Cabaniss

Limited capacity: 12 places available

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Lamorinda Village is proud to present a series of workshops on financial topics that are important and relevant for seniors. Our speakers are all experienced investment advisors who work daily with clients and advise them on these issues. 
Please join us on the following Tuesday morning, from 11:00 AM – 12:00 PM at the Oak Room at the Lafayette Orinda Presbyterian Church (LOPC).
Tuesday, January 23, 2018 – Help for Seniors: Scams, investment strategies, and planning for when you can no longer manage your own investments.
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?

Angie is a Senior Vice President, Wealth Management Services at Destination Wealth Management and has been in the financial industry since 1992. Angie works with clients to provide direction and meaning to their financial decisions. She enjoys helping families understand the implications each financial decision has on other areas of their finances. She finds it rewarding to help clients navigate through the seemingly overwhelming options. Whether simple or complex, Angie can help clients with the financial decisions that impact their lives.

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.