If you answered yes to EACH of the questions, you are eligible to participate in the research study.
CRITERIA
- Are you between the ages of 59 and 77?
- Do you live in the Dallas Ft. Worth metroplex
- Do you have at least $50,000 invested at a wealth management firm?
- Are you interested in or have used Robo or automated retirement planning?
REQUIREMENTS
- Give consent and permission.
- Answer questions.
- Review the interview transcripts for accuracy and confirm/agree.
- It will take 30+ minutes and may require a follow-up interview.