Dr. Robert Delamontagne addresses audience at Probity event at Southern Methodist University in Dallas, TX
DALLAS, TX, January 24, 2014 – Probity Advisors, Inc. has released a video from its 2013-2014 Speaker Series featuring keynote speaker Dr. Robert Delamontagne, entrepreneur and author of “Honey, I’m Home” and “The Retiring Mind.” Click here to view the video of Dr. Delamontagne’s presentation.
The Probity Advisors, Inc. Speaker Series focusing on succession plans and exit strategies concluded on January 21, 2014 with its third luncheon event at Southern Methodist University. The keynote presentation on the psychological dynamics of retirement addressed the following:
- Why successful individuals often struggle in retirement
- Most common mistakes made in retirement and how to avoid them
- Insights and actions to help ensure a happy retirement
Probity Advisors, Inc. is a financial services firm based in Dallas, Texas. For more than 60 years, Probity has helped individuals, families and businesses manage their financial assets and resources in order to achieve financial independence and security. With expertise in customized portfolio management, financial and estate planning, retirement benefits consulting, risk management solutions and tax planning, Probity provides a comprehensive and integrated approach to managing and building wealth. Probity’s team of Certified Financial Planners®, Chartered Financial Analysts®, and Chartered Financial Consultants® is committed to providing sound and unbiased advice to help clients optimize their complete financial picture with a coordinated estate, investment and tax strategy.