Event Details
February Monthly Meeting: "Plan for the Retirement You Want" - Guest Speaker: Sarah Cuddy, Financial Advisor
| Date: | February 9, 2012, 11:15am – 1:00pm |
| Organizer: | Brian Hayes |
| Location: | Bay Oaks Country Club - 14545 Bay Oaks, Houston, TX 77059, 281-488-3675 |
| Price: | Members: $25.00; Non-Members $35.00* If you are unsure of your status, email paulac@bcspec.com |
| Event Type: | Meeting |
Sarah will discuss with BAHRMA members how retirement has changed in the past few decades, how those changes will affect tomorrow’s retirees or those nearing retirement, and how people can address these changes in their own retirement planning. The bulk of her presentation is dedicated to this final point. You as an audience member will be able to take away a solid action plan for getting your retirement plans on track or re-vamping current retirement plans.
As a Financial Advisor, Sarah Cuddy strives to know and understand each of her client's deeper needs. Using that understanding, she is able to deliver personalized advice and tailored guidance with more accuracy and transparency in all facets of the investment process. Because investing is an emotional matter, Sarah believes that it is an advisor’s job to introduce discipline and objectivity to relieve the emotional stress the process can involve. Her ability to empathize means that building client relationships is more than just an intellectual exercise. Rather, it is a process in which Sarah takes a personal stake. Seeing a client come in with a financial problem and leave with the right solution gives her great personal satisfaction.
Sarah approaches investing with a sector-based strategy that uses both fundamental and technical research to identify the sectors most likely to outperform. She manages risk with active monitoring to identify when a given sector should be abandoned in favor of another. Sarah focuses most of her practice on serving the needs of business owners and professional women.
Sarah earned her Masters of Business Administration at the University of Texas, Austin. She came to financial services from a career as a classically trained opera singer and vocal entrepreneur. In addition to her MBA, she holds a Bachelors of Music Performance (magna cum laude) from Sam Houston State University in Huntsville. She makes her home in the Galleria area with her husband, where they enjoy the many and various cuisines that Houston has to offer. Sarah is also an avid equestrian and spends her spare time at the stables working with her pony, Poppy. In addition, Sarah sits on the Board of Directors for Opera Vista, a local opera company dedicated to bringing new audiences to opera and promoting the composition and performance of contemporary opera in Houston.
In addition, BAHRMA is partnering with SHRM on a governmental affairs initiative YOU will get to be apart of!
