The following is a SUMMARY OF THE MEETING.
If you missed Monday's meeting, you missed a great presentation on Financial Self-Defense. Chris Caldwell, Highland Trust Partners, discussed many of the pitfalls of signing up for financial transactions without proper research.
His topics included questions to ask when meeting with any financial advisor, avoiding scams, pros and cons of reverse mortgages, what to look for when making financial decisions in investments for retirement, computer safety measures, basic facts about maintaining privacy in today's world, and resources for more information. I think many of us in the audience were thinking, I should have heard this guy before I signed up for any one of a number of ill-advised investments.