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Helen Modly Investment Manager Addresses Virginia CPAs in Professional Development Conference

· From pages 24, 25 of the print edition

Helen Modly, CFP, ChFC of Focus Wealth Management, Ltd., Middleburg, VA addressed over 100 Virginia CPAs at the 19th Annual VSCPA Professional Development Conference in Reston, Va. Helen Modly is nationally recognized for her expertise in retirement distributions and retirement portfolio management. Her writings have appeared in Morningstar, Horsesmouth, and the Wall Street Journal.

"No gold watch, no pension, and more centenarians than we can count. How are we going to fund a 40 year vacation?" Modly asked of the baby-boomers in the audience. Modly gave the CPAs a quick course in technicalities of retirement income projections, issues in managing retirement assets, and strategies and financial products that can help us reach our goals. Strive for Five, Eight is Great was one departing message. Working from 62 to 67 is good, 62 to 70 is even better. Staying in the specific labor market where you command the best paycheck may be the single most effective measure in boosting your future retirement income.

FOCUS WEALTH MANAGEMENT is a fee only investment management and financial planning firm located in Middleburg, Virginia. The firm specializes in retirement planning and asset management for individuals, families, trustees, and foundations. For further information, consult the website at www.focus-wealth.com, or by telephone at (540) 687-6695.