The AAII Research Triangle Chapter presents...
"Investing and Aging"
Discussed by:
Haleh Moddasser, CPA
Vice President, Financial Advisor, Stearns Financial Group
Sherry McKinney, CPA, CFP
Financial Planning Manager, Stearns Financial Group
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 are not sure whether the anxiety they feel is a product of the times or is an early sign 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 proactive planning can avoid major difficulty and heartache.
| Attend This Meeting and Learn... |
 | How various financial traps can derail a good retirement and 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
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