Home
Welcome to AAIIrtp
September 2014 Chapter Meeting PDF Print E-mail
Written by David Johnston   
Sunday, 20 July 2014 08:57

What Color is your Parachute? – Finding Retirement Success & Happiness

Presented by Haleh Moddasser, CPA, Senior Vice-President, Stearns Financial Group

Saturday, September 13th at 10:00 AM.  $5 at the door.  No Advanced Reservations

What are the investment and non-investment keys to finding happiness in retirement? Haleh (pronounced “Holly”) Moddasser will discuss the 7 keys to successful aging crafted from her collaborative work with John Nelson, co-author of the book, What Color is Your Parachute?, Retirement edition. With future lifespans increasing and financial planning increasingly complex, can a high level of happiness be maintained in later retirement as in early retirement?”  Haleh will discuss threats to happiness later in life (investment and non-investment) and what “pre-active” steps can be taken to head off major problems before they occur. She will also discuss the components of successful aging and what baby boomers are demanding in terms of home health care and senior housing options.

Attend this meeting and learn:

  1. How to achieve and maintain happiness later in life

  2. Ways to avoid critical aging mistakes

  3. Financial and investment strategies to consider in retirement

About Our Speaker

Haleh Moddasser, CPA is Senior Vice-President at Stearns Financial Group’s Triangle office. She provides financial planning and investment planning advice to clients around the triangle and North Carolina. Stearns Financial (www.StearnsFinancial.com) is a multi-award winning firm called “One of the leading future scenario experts in the financial industry” by the Financial Planning Association.   Formerly with a Big Eight public accounting firm and later the Treasurer of a publicly held company, Haleh now sits on the board of Carolina Meadows, is a member of Leadership North Carolina and is part of Stearns Financial Group’s Intelligent Aging advisory team. She has been frequently interviewed by magazines and financial publications as well as part of a recent NC Public TV series. Haleh is currently co-authoring a book on aging trends. She is a graduate of UNC – Chapel Hill.

Last Updated on Sunday, 20 July 2014 09:15
 
Meeting Places PDF Print E-mail
Kirk of Kildaire

Kirk of Kildaire Church, 200 High Meadow Dr Cary NC 27511
-- off Kildaire Farm Rd between Cary Parkway & Maynard Rd.

Monthly Meeting -2nd Saturday 10:00 AM - Kirk of Kildaire - $5 per person for everyone

Income Investing Group - 1st Saturday 9:30 AM - Panera Bread - No charge

Portfolio Management Group - 3nd Saturday 9:30 AM - Panera Bread - No charge

Options Group - 4th Saturday 9:30 AM - Panera Bread - No Charge


Best check this web site for any late-breaking changes or responses to weather events. Better still: join our email notify to which we send meeting reminders and any last minute changes on schedule or location (occasionally the room is pre-empted by the church).

Kirk of Kildaire
, 200 High Meadow Dr, http://www.kirkofkildaire.org/gen/whereiskirk.htm, a westward turn off Kildaire Farm Road, on the stretch between SE Maynard Road north of High Meadow Dr and SE Cary Parkway south of it. Choosing a route depends on your knowledge of the layout of Cary. For those coming from US 1, the simplest route is via SE Cary Parkway. For a map: http://maps.google.com/ and search for 200 High Meadow Dr Cary NC.


Panera Bread, 7840 Alexander Promenade Place, across from Brier Creek Mall in West Raleigh, http://www.urbanspoon.com/r/25/1422214/restaurant/Brier-Creek/Panera-Bread-Raleigh.  (From I-540, exit at US 70 West (toward Durham).  Get in the far right lane.  At the traffic light, Brier Creek Parkway, turn right.  Go about 50 yards and turn right into the shopping center. Turn left before very first set of stores, go to the end.  Panera Bread is on the right at the end of the bay of stores.)

Last Updated on Saturday, 12 April 2014 13:37
 
American Association of Individual Investors RTP Chapter, Powered by Joomla!; Joomla templates by SG web hosting