Investing for Retirement: Plans and Pitfalls

An experienced broker, securities examiner, and educator shares his experiences helping others invest for retirement. General information to guide consumers on the steps required to develop a personal retirement plan including: goal setting, income sources, closing gaps, tax-advantaged resources, investing principles, procrastination, implementation, and additional resources.

David M. George serves as Investor Education Coordinator and Senior Securities Examiner with the Arkansas Securities Department. David has more than 30 years of experience in the investment industry, working in broker/dealer, compliance, and administration.

Event Materials

Created by Laura Hendrix

Primary Audience: Extension Professionals