Make Your Financial Journey Truly Yours!
Plan For A Prosperous Future With Practical, Easy Steps In Our Free Webinar:
Navigating Major Financial Milestones as a Medical Professional
Wednesday, September 25th.
12:00 PM EST
Zoom Webinar
- In your 20s and 30s: You may focus on paying down debt and setting up your home.
- In your 40s and 50s: You could work on maximizing your income and growing your wealth.
- In your 60s: You might start preparing for retirement.
- In your 70s and beyond: You may need to manage your wealth and plan for how to pass it on.
These are just some examples, and your journey might look different. The key is to step back and see the “big picture.”
We’re here to guide you through these milestones and help you develop a financial plan that aligns with your life goals. Join our FREE webinar, “Navigating Major Financial Milestones as a Medical Professional,” and start planning for a future that’s both prosperous and fulfilling.
Date
Wednesday, September 25th.
Time
12 PM EST
Location
Zoom Webinar
What You’ll Gain from This Seminar
1. Financial Tips for Home Buying:
Learn how to navigate the financial aspects of buying your dream home, from budgeting to mortgage options.
2. Build a Strong Education Fund:
Discover the best strategies for saving for your children’s education, including 529 plans and other investment vehicles.
3. Prepare for Major Life Events:
Get practical advice on financial planning for significant milestones like marriage and starting a family.
Upcoming Seminars
Meet Your Host
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.
We’re more than advisors – we’re your allies in securing your overall financial well-being
