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NATA Workshop promotes financial planning seminar

May 2013
NATA Workshop promotes financial planning seminar

Speaker Rajesh Jyotishi is recognized by the organizers.
(Photos: G. V. Rao)


North American Telugu Association (NATA) organized a free workshop on Financial Investing and Retirement Planning on March 23rd in Alpharetta, GA. In the spirit of looking ahead, NATA leaders Dr. Prem Reddy and Dr. Malla Reddy and President Dr. Sanjeeva Reddy and other leaders felt it prudent to facilitate discussions on these important areas with all members of our Indian community.

The audience of over 150 people gathered at the Taste of India banquet hall in Alpharetta by 6 PM, to be greeted with melodious music and soothing melodies from Venkat Chennubhotla and Bhanusri Vavilikolanu.



Speaker Tom Singh is recognized by the organizers.

NATA RVP Ravi Kandimalla welcomed the gathering and talked about NATA organisation and the activities taken up by NATA in service of Telugu community in U.S. and India. The first guest speaker, Rajesh Jyotishi from Shalin Financial Services talked about Retirement Planning, Estate Planning and Insurance Planning. The informative discussion helped everyone understand the options to safeguard one’s income and to utilize the legal process to establish a safe process to pass on the assets to children and dependents. The second speaker Tom Singh from BoA Merrill Lynch presented a thought-provoking discussion on financial investments and investment outlook for 2013.

NATA is committed to providing an opportunity for all people to safeguard their family’s interests. Only then the global community will be able to spread out and take care of others. So far, NATA has been blessed to enjoy a lot of goodwill and participation from the Telugu community for its stellar list of events that include NATA day charity golf, Sai Health Fair, Ghantasala Program, Gurjada Swarnotsvalu, Amutha varshini annual day cultural event and the current Investment Planning seminar.



Bala Indurti also shared a few important positions for the upcoming NATA convention to be held in GWCC, Atlanta on July 4th,5th, 6th of 2014. NATA is looking for members interested in volunteering.



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