Seminars

Your Personal CFO Seminar

 

 

Learn how a Personal CFO can help you:    

  •   Make informed personal and business financial decisions 
  •  Organize your finances with secure online access in a dynamic plan
  •  Stay focused and on track   
  •  Relax and enjoy life   

Request a personal presentation.

 
Residents and Interns Financial Education Series
Understanding Finance
  •  Common mistakes Residents make
  •  Understanding your benefits 
  •  Disability income strategies
  •  Managing school loans
  •  Investing your money
  •  Protecting your family 
  •  Planning for new employment 
  •  Building a team of advisors
  •  Your first financial plan                                                                                                                        

Request a Personal Presentation

 
The Attending Physician Financial Education Series
Planning Your Finances
  • Common mistakes Physicians make
  • Uncovering financial inefficiencies
  • Tax reduction strategies 
  • Planning for retirement years 
  • Disciplined money management
  • Reducing the impact of estate taxes
  • Planning for transition to retirement 
  • Coordinating your plan with advisors
  • Comprehensive financial analysis
 
 
Worksite Education Series
Our educational programs can be designed to meet the needs of your emloyees.
They are objective and focus on concepts and strategies.  
 
 
 

 

 

Life Is Busy And Finances Are Complex
Are your behaviors holding you back from achieving your financial goals?