On-demand webcasts

 

Financial planning strategies for healthcare professionals – New ways to manage your financial well-being

Aug 17, 2021

Healthcare professionals will want to view this webinar to learn about personal financial planning strategies they may have not considered – until now.

During the webinar we discussed:

  • Some of the latest tax-efficient wealth savings strategies
  • Opportunities to manage your charitable giving
  • Financial planning for the future, including retirement
  • Common mistakes when it comes to estate planning

During the live video event we also addressed questions and provided insights on best practices for managing wealth and planning for the future.

Presenters

Benjamin Hayes, CFP, Principal, Senior Financial Advisor
Madeline Neumeier, Associate Advisor