Dushyant Pandit, WG‘77



DorchesterAdvisors
Email: [email protected] | 908-608-1608

About me: Founded DorchesterAdvisors – Investment advisory firm | Professional Investor | Help Individuals & Families to accumulate capital | Invest sensibly, prudently and cost-consciously | Entrepreneur | Champion of simplification | Married, NY area resident | Director, Wharton Club of New Jersey

 

Speaking Topics:

•    Are Robo-Advisors changing the Wealth Management Industry  - The players & the minefields
•    Are the investing rules of thumb supported by research? A quick tour of Wharton’s recent research.
•    Sound retirement planning - critical things a financial advisor CANNOT do for you.
•    Executives in Transition: Getting to your financial destination faster, with fewer missteps.

Sample Video Clip: Smoothing The Transition To Retirement - WSJ

More about Dushyant:  LinkedIn | Dorchesteradvisors