The AAII Research Triangle Chapter presents...

"Investing and Aging"

    Discussed by:

    Haleh Moddasser CPA

    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
Key planning ideas in investing and estate planning that can pay big dividends
Proactive steps to take in health care, long term care, aging in place and retirement center planning

Saturday, June 9, 2012
10:00 a.m.    Program
11:30 a.m.    Q&A
Kirk of Kildaire Church
200 High Meadow Dr.
Cary, NC
[ Map This Location ]
At the Door Registration
Everyone, $5/person
No Refunds

  Special Interest Groups (SIGs)

SIG meetings do NOT require advance registration (some may request an RSVP). Most are free of charge. Contact the group leader if you need additional information to attend.

Portfolio Management subgroup meets the 3rd Saturday of the month.

Options subgroup meets the 4th Saturday of the month.

Both meet at 9:30 a.m. at Panera Bread, 7840 Alexander Promenade Place across from Briar Creek Mall. Directions at

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