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  Friday, November 20, 2009  
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The AAII Research Triangle Chapter presents...

Financial Planning Wisdom of Ebenezer Scrooge: Behavioral Financial Traps

    Discussed by:
    John Thomas CFA, CFP
    Vice President of Stearns Financial Group

    Pam Stearns, CPA
    Financial Advisor at Stearns Financial Group

Studies have shown that investors have lost billions of dollars in the last 10 years by doing the wrong thing at the wrong time, often driven by emotions and media frenzies. John Thomas and Pam Stearns will discuss how investors can avoid behavioral finance traps that can lead to subpar financial results and even plan failure. They will use the famous Scrooge holiday theme to make their educational session lively and fun!

Attend This Meeting and Learn...
How behavioral financial traps can trip up the most savvy professional investors
How children and grandchildren can learn healthy money habits

  MEETING DETAILS
Date:
Saturday, November 14, 2009
Time:
10:00 a.m.    Program
11:15 a.m.    Q&A
Location:
Kirk of Kildaire Church
200 High Meadow Dr.
Cary, NC
[ Map This Location ]

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