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WEALTH CREATION FOR PHYSICIANS - A personal Finance Course for Physicians age 35-50
A TWO-PART EVENT BEING HELD ON FEBRUARY 23 & MARCH 2

WEBINAR MATERIALS WILL BE SENT TO THE ADDRESS IN YOUR REGISTRATION - PRIOR TO THE EVENT.

TOPICS:

SESSION 1:
Life & Wealth Planning.
Barriers to Wealth Accumulation.
Tax-Advantaged Investment Vehicles.

SESSION 2:
Managing Family Finances.
Investment Strategies.
Risk Management Strategies.

WE ENCOURAGE YOU TO INVITE YOUR SIGNIFICANT OTHER TO JOIN IN ON THIS INFORMATIVE AND EDUCATIONAL WEBINAR!
Mar 2, 2021 06:30 PM
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Speakers

J. Michael Jensen
@Jensen Anderson/Physicians Wealth Management
J. Michael Jensen, M.S.F.S, CFP©, CFBS, AEP Member Certified Financial Planner Professional, Certified Family Business Specialist Adjunct Faculty, USF Health Morsani College of Medicine
Jeffrey Anderson
@Jensen Anderson/Physicians Wealth Management
Jeffrey Anderson, CFP © Certified Financial Planner Professional