Retired "Business" Cards - What would you put on yours?

[kcowan]

We left off what we do. Initially I would say Private Portfolio Manager because I was managing 3 portfolios. People would ask if I would manage theirs and I always emphasized "Private".

Now I only manage 2 portfolios, and am continuing to outperform the S&P500 due to strategic asset allocation.

 

[target2019]

Boomer In Training Changed Horizon

 

[Calico]

Boomer In Training Changed Horizon

 

[Chapter 3]

INTJ here and I have found my retirement cards very useful, and do help with starting conversation.

Chapter 3
Man of Leisure
Phone
Email

 

[kcowan]

I should add that we printed our cards in 2008, and still have half of them left. Now that we have changed our snowbird landline, we are asking ourselves whether we should get new ones.

I prefer making a new contact with my phone then I can add context while fresh. I often include spouse too in the same entry.

When we moved, we had a stack of contact cards and most were obsolete. I.e. No contact since initial meeting.

 

[eytonxav]

Grand Potentate of Curmudgeonry & Trivial Pursuits