Upcoming Chapter Meeting: AAII Research Triangle


Date: Saturday, June 9, 2012
Topic: Investing and Aging
Speaker: Haleh Moddasser, CPA, Vice President, Financial Advisor, Stearns Financial Group

What is the right balance of enjoying the fruits of your labor today versus saving for a possibly longer life and health care contingences? 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.

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