2024 Was a Marathon. Is Your Financial Plan Ready for the Sprint Ahead?

Start 2025 strong with a financial plan designed for the unique needs of medical professionals.

Join our FREE webinar

Build Your 2025 Financial Roadmap

Wednesday, January 8th.

12:00 PM EST

Zoom Webinar

Do financial challenges shape your decision-making? As a medical professional, you’ve likely felt the impact of 2024’s hurdles, including:

  • Rising operational costs and navigating regulatory changes like CMS policy shifts.
  • Managing increased labor expenses while balancing personal financial priorities.
  • Renewed pressure of student loan repayments after federal pauses ended.
  • Personal budgets strained by rising costs.
  • Volatile markets making savings goals harder to achieve.
Reflecting on your financial journey in 2024, it’s time to ask: What worked? What needs to change?
2025 is your chance to take control of your financial journey with a clear and actionable plan. Let’s turn those challenges into opportunities for growth.
Join us for our FREE webinar, “Build Your 2025 Financial Roadmap,” tailored specifically for medical professionals juggling demanding careers and financial priorities.

Date

Wednesday, January 8th.

Time

12:00 PM EST

Location

Zoom Webinar
(Link Provided After Registration)​

What You’ll Gain from This Webinar

1. Assess Your 2024 Progress

Take stock of your wins and setbacks with a guided review of your financial goals.

2. Set SMART Financial Goals for 2025

Learn how to create goals that are Specific, Measurable, Achievable, Relevant, and Time-bound.

3. Build a Robust Action Plan for 2025

Discover how to allocate income, boost savings, and tackle debt effectively—all while considering the current market landscape.

4. Live Q&A Session

Have your pressing questions answered during our live 15-minute Q&A segment, providing you with tailored advice for your specific concerns.

In just 45 minutes, gain the clarity and tools you need to take charge of your finances in 2025.
Click the button below to secure a spot for this informative seminar.
If you have any questions, feel free to reach out to us at info@pfseminars.com

Meet Your Host

For over 65 years, PRIME Financial Services has been guiding physicians and the broader medical community through their financial journeys. Our focus on ongoing education and innovative financial strategies helps our clients achieve financial freedom.
Collaborating with esteemed institutions like Yale, Hartford Healthcare, UCONN Health, NYU Langone, and Mount Sinai, we bring extensive experience to support your financial well-being.
Join us to enhance your financial knowledge and make informed decisions for a secure financial future.

We’re more than advisors – we’re your allies in securing your overall financial well-being

Jason Wein
Managing Partner
Howard Wein
Partner
Lawrence Bernstein
Partner
Alex Kreis
Managing Director
Maureen Decker
Managing Director

Upcoming Seminars

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