Howard Bailey Financial welcomed about 120 clients to a discussion about the future of wealth led by Michael Finke, a researcher and expert in wealth management.
Finke shared insights backed by data and other topics that are influencing retirement today during the client appreciation event in the Dahnke Ballroom at the University of Notre Dame.
“Events like this allow us to step beyond the numbers and focus on what truly matters in retirement, how people live, connect and thrive,” said Casey Weade, CEO of Howard Bailey Financial in a press release.
Finke focused on how retirees spend their investments and how social connections relate to happiness, along with health and longevity.
The evening included dinner and drinks, and two special guests from the Notre Dame football team. Defensive back DJ McKinney and wide receiver Jaden Greathouse signed autographs.
Howard Bailey Financial is a sponsor of Notre Dame Athletics. Finke is a professor of wealth management at the American College of Financial Services.
Howard Bailey Financial was founded in 2002 in Fort Wayne as Davenport Financial Services. It opened a second location in Mishawaka in 2017.
