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Your End-Of-Year Financial Checklist
4:00PM Pacific | 5:00PM Mountain | 6:00PM Central | 7:00PM Eastern

The end of the year is an excellent time to review and update, or maybe create your financial planning strategy. In this live webinar with Q&A, Chad Chubb, CFP®, CSLP® covers a wide variety of financial planning topics including investments, insurance, and student loans that will help you prepare for the year ahead and the years to come.

Dec 15, 2022 06:00 PM in Central Time (US and Canada)

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Chad Chubb, CFP®, CSLP®
Chad Chubb is a Certified Financial Planner (CFP®) and Certified Student Loan Professional (CSLP®). He founded WealthKeel LLC in 2015 to simplify and organize the financial lives of physicians across the United States by custom-crafting financial plans centered around their goals and values. He has been quoted by Medical Economics, American Medical Association, and CNBC for his work with physicians. He has been a speaker at The White Coat Investor's Physician Wellness & Financial Literacy Conference in 2021, 2022, and 2023, and he has been on Dr. Dahle's recommended advisor list since 2016. He was named to the InvestmentNews 2020 class of 40 Under 40, Financial Advisor Magazine's Top 10 Young Advisors to Watch in the country for 2021, and Investopedia's Top 100 Independent Advisors in the country for 2021 & 2022.