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Written by David Johnston
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Wednesday, 11 April 2012 00:00 |
Investing & Aging
Presented by Haleh Moddasser, CPA and Sherry McKinney, CPA, CFP of the Stearns Financial Group
Saturday, June 9th at 10:00AM
One of the more difficult situations indivudual investors face is when they encounter financial challenges as they age that hinder their ability to keep up as well with their portfolios or live their life the way they had planned. What is the right balance of enjoying the fruits of your labor today versus saving for a possibly longer life and health care contingences? Some aren't sure whether the anxiety they or their spouse feel are caused by the times we're in or are the early signs of more serious problems that can cause financial "fumbles" late in life. Two knowledgeable financial planners, Haleh Moddasser, CPA and Sherry McKinney, CPA, CFP, will discuss the top threats to financial independence later in life and how doing proactive planning can avoid major difficulty and heartache.
Attend this meeting to learn:
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How various financial traps can derail a good retirement & investing plan later in life
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Key planning ideas in investing and estate planning that can pay big dividends
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Proactive steps to take in health care, long term care, aging in place and retirement center planning
About our speakers:
Haleh Moddasser, CPA, Vice President is a Financial advisor in Stearns Financial Group's Chapel Hill office. Sherry McKinney, CPA, CFP, is SFG's Financial Planning Manager. Haleh (pronounced "Holly") and Sherry are both graduates of UNC - Chapel Hill. Stearns Financial Group (www.StearnsFinancial.com) is a fee-only (no products sold) financial planning and investment management firm with offices in Chapel Hill and Greensboro, NC and has clients around the U.S. and Canada. Stearns Financial has won numerous awards for its proactive planning and financial scenario expertise. Stearns Financial's research has been featured in the Wall Street Journal, NY Times, Investor's Business Daily, the Journal of Financial Planning and numerous other publications.
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Last Updated on Sunday, 29 April 2012 08:25 |
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Written by Mike R
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Saturday, 28 April 2007 07:35 |
Kirk of Kildaire Church, 200 High Meadow Dr Cary NC 27511
-- off Kildaire Farm Rd between Cary Parkway & Maynard Rd.
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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 Development Group - 3rd Saturday 9:30 AM - Panera Bread - No Charge
Options Group - 4th Saturday 9:30 AM - Panera Bread - No Charge
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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, 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, across from Brier Creek Mall in 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.)
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Last Updated on Monday, 07 May 2012 12:41 |
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