January 2018 Chapter Meeting

2018 Market Outlook: New Highs or New Headaches?

Dennis Stearns CFP
President, Stearns Financial Group

Location: Wake Tech Western Wake Campus, Room 118
3434 Kildare Farm Road, Cary, NC 27518
***Wake Tech Confirmed to be Open – NO weather issues***

Saturday, January 6 at 10:00AM (Note week change)
$5 at the door for everyone. No advanced reservations.

With multiple threats facing traditional bonds and stocks, and special threats to REITs, commodities and other “alternative” asset classes, what are the best options for different investors with different objectives? How will the new president’s “industries of the future” focus affect your strategy? Dennis Stearns, CFP, will again kick off our year with a lively discussion of the threats and opportunities that lie ahead.

Attend this meeting and learn

• Scenarios for asset allocation in a time of stretched U.S. stock valuations, threats to bonds and preferred stocks and heightened geo-political risks
• Investment strategies for investors in different ages and stages and risk profiles
• Updates on the fast-changing, techno-industrial revolution and its impact on investing

About our Speaker

Dennis Stearns is a CFP practitioner, author, TEDx speaker and award-winning strategist. He is president of Stearns Financial, one of a handful of independent advisory firms that earned the Financial Times Top 300 Financial Advisers ranking for the last four consecutive years. Stearns has been called “one of the leading scenario experts and futurists in the financial industry” by the Financial Planning Association. His Super Trend update for the financial planning profession was featured as the National Association of Personal Financial Advisors (NAPFA) Magazine cover story in August 2017. Stearns Financial has offices in Chapel Hill and Greensboro and has been serving Triangle clients for over three decades.

Speaker Presentation -> Sterns_1.6.18_AAII Presentation