BAHRMA February Monthly Luncheon
Thursday, February 9, 2012 from 11:15 AM to 1:00 PM (CST)
Houston, United States
Bay Area Human Resource Management Association's
February Luncheon and Political Action Project
Bay Oaks Country Club
14545 Bay Oaks, Houston, TX 77059
Members: $25.00; Non-Members $35.00** If you are unsure of your status, email firstname.lastname@example.org
(Registration begins at 11am, Buffet* starts at 11:15)
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.This presentation discusses how retirement has changed in the past few decades, how those changes will affect tomorrow’s retirees and how people can address these changes in their own retirement planning. The bulk of the presentation is dedicated to this final point. The audience should be able to take away a solid action plan for getting their 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.
****SPECIAL ACTIVITY PLANNED AT LUNCHEON: SHRM government advocacy initiative: The “Super Committee” is charged with reducing the federal debt by 1.5 trillion over the next 10 years, and employer-provided retirement plans have gone under scrutiny because of their tax deferred status. SHRM believes that comprehensive and flexible benefits packages are an essential tool in recruiting and retaining talented employees and supports the current tax treatment of employer-sponsored health care benefits and retirement savings plans.
BAHRMA is taking action, will you join us?
We will have a Federal Legislative action project writing letters to our Texas Representatives: Congress: Pete Olson and Senate Kay Bailey Hutchinson and John Cornyn. You will not want to miss this exciting opportunity to make a positive impact!!! All 3 of these leaders have yet to sign and we need your support!
BAHRMA/ TX SHRM and SHRM national went to Washington DC in November to speak to our leaders about this issue and they have yet to sign. Help us deepen the impact with your support!
*Buffett includes:Chicken & Mushroom Crepes
served with garden salad, fresh steamed vegetables, rolls and ice tea or water
**Membership for 2012, new membership plans underway. JOIN TODAY!!!
When & Where
Welcome to the Bay Area Human Resources Association!
We are an affiliate of the Society for Human Resource Management. Whether you are new to the HR field or have many years of experience, we are a local starting point for networking, information, professional development and continued support of excellence in Human Resources.
We look forward to seeing you at an upcoming meeting or event!