Create a Sound Investment Strategy & Build Wealth for the Future

With Our FREE Summer Seminar

17th July Wednesday

12 PM EST

Zoom Webinar

Create a Sound Investment Strategy & Build Wealth for the Future

With Our FREE Summer Seminar

17th July Wednesday

12 PM EST

Zoom Webinar

The journey of a medical professional is rewarding yet filled with unique financial challenges. Many healthcare professionals face substantial student loan debt while obtaining their degrees. Additionally, those in private practice often experience irregular and unpredictable income patterns, demanding customized investment plans. Regulatory changes and the demands of their careers further underscore the need for robust investment strategies and early retirement planning.

Our “Investing 101 for Busy Physicians” seminar is designed to empower you with the knowledge and tools needed to make confident investment decisions.

Learn how to build a strong investment portfolio, and retirement plan, and navigate tax strategies to secure a sustainable and prosperous financial future.

What's in It for You

Effective Debt Management:

Learn how strategic investment planning can effectively manage and eliminate student loan debt, freeing up more funds for investments.

Wealth Accumulation:

Discover how to make informed investment decisions that accumulate wealth over time, ensuring financial security for you and your family.

Comprehensive Risk Mitigation:

Understand investment strategies that include thorough risk management through insurance policies, and safeguarding against potential events that could disrupt your income or deplete your assets.

Strategic Tax Optimization:

Gain invaluable insights into tax strategies that can significantly enhance your investment returns and overall financial outcomes.

Secure Retirement Planning:

Get insights into building a tailored investment strategy to create a substantial retirement fund, ensuring a financially secure post-career life.

Seminar Details

Date

Wednesday, 17th July

Time

12 PM EST

Location

Zoom Webinar

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

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