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Triangle Financial Planner Headlines 2009 Financial Fortitude Workshop

(Raleigh, N.C.) Community-oriented certified financial planner James M. Richardson, CFP®, ChFC®, outlined powerful financial strategies for women as keynote speaker at the 2009 Financial Fortitude Workshop hosted by the Raleigh Alumnae Chapter of Delta Sigma Theta Sorority, Inc.

The detailed hour-long presentation and interactive Q&A session at North Carolina State University’s McKimmon Center covered a range of important investment strategy and financial planning issues specific to women.

“Statistically speaking, women live longer than men, and have a longer investment horizon which brings with it unique challenges and opportunities,” Richardson said, adding that additional factors – including women making less than men, going in and out of the workforce to have children, and having smaller social security benefits – result in bigger long-term financial needs for women with smaller resources.

The lively question and answer period included many questions about emerging markets as well as queries about medical savings accounts and pension options.

Boasting almost 20 years experience in financial planning, Richardson helps clients review and understand their entire financial picture and build a long-term plan designed to meet their individual dreams and goals. His Delta Sigma Theta workshop is one of many outreach programs Richardson is engaged in to assist the general public with understanding basic concepts of financial and retirement planning. For information on upcoming events, call 919-874-0024, ext. 101.

About James M. Richardson, CFP®, ChFC®
James M. Richardson is a well-respected certified financial advisor in the Triangle with expertise in retirement planning, investment, long term care and senior issues. He boasts almost 20 years experience in financial planning, helping clients review and understand their entire financial picture and build a long-term plan designed to meet their individual dreams and goals. Mr. Richardson is very active in his community and industry, sponsoring and volunteering for numerous worthy charitable events and participating regularly in financial planning workshops and seminars. He is a graduate of North Carolina State University. For more information, call 919-874-0024, ext. 101.

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