Talk of The Villages Florida - View Single Post - Investment dinners
View Single Post
 
Old 09-15-2021, 10:31 AM
Stu from NYC Stu from NYC is offline
Sage
Join Date: Feb 2020
Posts: 15,221
Thanks: 1,259
Thanked 16,220 Times in 6,349 Posts
Default

We have gone to several when it was a good restaurant we wanted to try and for free why not.

I tune out when they pitch annuities or new super duper life insurance policies. At our age life insurance is not necessary.

Recently went to one and the guy never did say what was in his background that qualified him to handle other peoples financial portfolios.

He was nice enough to tell me he is a fiduciary. So I said ok but did not answer my question. His next answer is he took a couple of online courses and uses a computer program.

And people never ask these questions but sign up with them anyway.