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Advisor Thought Leaders Share Insights at University of Chicago Gleacher Center, November 2018

Recorded live at The Advisor Thought Leader Summit that took place November 9 & 10, 2018 at the University of Chicago Gleacher Center, these videos bring to life the character and knowledge of a select group of independent investment advisors and financial planning professionals. Each video is slightly different. The "Thought Leader Talks" are a single-person presenting their insights to the group in 15 minutes or less. The "Thought Leader Spotlight" clips are a single-person sharing what sets their financial planning process and client experience apart from other financial firms. The "Thought Leader Interviews" are a true interview where a former newscast professional quizzes the advisor about his or her background, services and passions. Single-person "Faculty Clips" provide insights from the subject matter experts who contributed to the core content. If you find value in a particular video, please share it with friends, family and co-workers and/or on social media. The direct link to this Advisor Thought Leader channel is: vimeopro.com/impactproductionsgroup/advisor-thought-leader-channel

Haleh Moddasser - Thought Leader Interview

Haleh Moddasser, a partner at Stearns Financial Group, says that "gray divorce" is happening at an alarming rate. What's driving this reality?

In this Thought Leader interview, Haleh talks about the wealth that women control (currently 51% and projected to rise to 2/3 within the next decade) and how they are using their wealth to make a difference in the world (e.g., sustainable investing).

Haleh is the author of Gray Divorce: Silver Linings, a book that looks at the dynamics of divorce that occurs in the 4th quarter of life. Her partner Dennis Stearns' book, 4th Quarter Fumbles, provides additional information and advice on how to plan for and realize the best possible 4th quarter of your life.

A free Fumbleocity quiz is available at stearnsfinancial.com/4th-quarter-fumbles/quiz-intro/

This interview with Haleh Moddasser is conducted by Angie Larsen, a broadcast professional who is perhaps best known for the 14 years she spent as a news anchor for ABC 4 News in Salt Lake City and talk show host on the Emmy Award-winning Good Things Utah.”

Learn more about Haleh Moddasser and Stearns Financial Group at StearnsFinancial.com

2:49 minutes long

Recorded live at the University of Chicago Gleacher Center as part of The Advisor Thought Leader Summit, November 9-10, 2018. Produced by Impact Communications video productions group.

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