January 14, 2023 In-Person Chapter Meeting & Webinar


Sailing in Uncharted Waters: 2023 Scenarios

Presenter: Dennis Stearns, CFP

Dennis Stearns of Stearns Financial is back to kick off 2023. He will discuss how key factors like profit margins, corporate earnings, inflation, Fed policy, labor shortages and political/geo-political events may interact during the year and beyond.

He will discuss his firm’s BIG hedging move for 2023 and which bond, stock and alternative assets have the best potential and which may be best to avoid or underweight.

Having participated in several major scenario studies of these issues on behalf of mega-organizations, Dennis will share what he can about the results of those studies on the future of stocks and bonds and other asset classes.

Dennis will discuss

  • What investment dangers and opportunities await us in 2023
  • How to hedge downside risk while maintaining upside potential in today’s uncharted waters
  • What the 3 primary Financial Planning focus areas should be for the average AAII member

Meeting Details:

Date: Saturday, January 14, 2023

Time: 10:00 a.m. ET (mix and mingle starts at 9:30)

NEW Location: Barwell Road Community Center: 5857 Barwell Park Drive Raleigh, NC 27610

Virtual access: To register to attend the Zoom webinar, please purchase a ticket on our chapter’s Square account

Cost: $7 cash (in-person) or electronic payment (webinar)

Before attending in person, please read:

We encourage you to wear a mask during the entire meeting.

If you have COVID-like symptoms, please join us virtually.

About Our Speaker

Dennis Stearns, CFP is President of Stearns Financial, a fiduciary RIA with $1.8 billion in managed investments, offices in Chapel Hill and Greensboro, NC, and clients around the U.S. He is a regular contributor to various publications, including Barron’s, TheStreet.com, the peer reviewed Journal of Financial Planning and the Wall Street Journal, among others. Dennis has been called one of the leading scenario experts in the financial industry by the Financial Planning Association and is regularly asked to participate in business, financial and economic scenario exercises. He and his firm have earned numerous awards in their industry and have trademarked their Financial Independence Roadmap™ planning name and process. More information is available at StearnsFinancial.com.

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former AAIIRPT Webmaster