Scroll Top

MARKET COMMENTARY

January 21, 2014

Succession Plans and Exit Strategies – Part III

Part III: Tuesday, January 21, 2014

“Honey, I’m Home”

Featuring keynote speaker Dr. Robert Delamontagne, entrepreneur and business owner.

Dr. Delamontagne is a leading expert on retirement issues and author of “The Retiring Mind” and “Honey, I’m Home.” His presentation on the psychological dynamics of retirement addresses 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

.                                                                                                                                                                                               .

Click here to view the video, including an interactive Q&A session with event attendees following Dr. Delamontagne’s presentation.

Important Disclosure: The information contained in this presentation is for informational purposes only. The content may contain statements or opinions related to financial matters but is not intended to constitute individualized investment advice as contemplated by the Investment Advisors Act of 1940, unless a written advisory agreement has been executed with the recipient. This information should not be regarded as an offer to sell or as a solicitation of an offer to buy any securities, futures, options, loans, investment products, or other financial products or services. The information contained in this presentation is based on data gathered from a variety of sources which we believe to be reliable. It is not guaranteed as to its accuracy, does not purport to be complete, and is not intended to be the sole basis for any investment decisions. All references made to investment or portfolio performance are based on historical data. Past performance may or may not accurately reflect future realized performance. Securities discussed in this report are not FDIC Insured, may lose value, and do not constitute a bank guarantee. Investors should carefully consider their personal financial picture, in consultation with their investment advisor, prior to engaging in any investment action discussed in this report. This report may be used in one on one discussions between clients (or potential clients) and their investment advisor representative, but it is not intended for third-party or unauthorized redistribution. The research and opinions expressed herein are time sensitive in nature and may change without additional notice.