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Webinar: Mid-Career Financial Planning Strategies

Event Date July 16, 2019
Event Time 12:30PM - 1:00PM CST
Event Location
  • Online

 

A typical mid-career professional is in their forties or early fifties and likely has a decade or more to go before retirement. Are you investing wisely and balancing debt appropriately? Sure you can read articles online and gather information from many sources. But just as your patients look to you for your dental expertise, you should have your financial plan established by a professional who understands the big picture. Financial planning changes as your career progresses and it is important for you to develop a plan to meet your near-term and long-term goals.

 

We will share our insights on:

  • Establishing Your Foundation
  • Balancing Debt and Savings
  • Creating Your Risk Management Plan
  • Charitable Giving Strategies
  • First Steps in Estate Planning


Presented by:

VANDERLOO_MATHEW_Slate
    Kuzera 150
Jamie Droessler, CFP®
Wealth Manager
SVA Wealth Management
    Bijan Ramirez, CFP®
Financial Consultant
SVA Wealth Management

 

Cost: Complimentary

Visit SVA.com/DentalSeries to view other webinars in the series.

Can't attend?  Register anyway and we will send you the recorded webinar.

VIEW OTHER EVENTS
PREVIOUS EVENTS

Webinar: Mid-Career Financial Planning Strategies

Event Date July 16, 2019
Event Time 12:30PM - 1:00PM CST
Event Location
  • Online

 

A typical mid-career professional is in their forties or early fifties and likely has a decade or more to go before retirement. Are you investing wisely and balancing debt appropriately? Sure you can read articles online and gather information from many sources. But just as your patients look to you for your dental expertise, you should have your financial plan established by a professional who understands the big picture. Financial planning changes as your career progresses and it is important for you to develop a plan to meet your near-term and long-term goals.

 

We will share our insights on:

  • Establishing Your Foundation
  • Balancing Debt and Savings
  • Creating Your Risk Management Plan
  • Charitable Giving Strategies
  • First Steps in Estate Planning


Presented by:

VANDERLOO_MATHEW_Slate
    Kuzera 150
Jamie Droessler, CFP®
Wealth Manager
SVA Wealth Management
    Bijan Ramirez, CFP®
Financial Consultant
SVA Wealth Management

 

Cost: Complimentary

Visit SVA.com/DentalSeries to view other webinars in the series.

Can't attend?  Register anyway and we will send you the recorded webinar.

VIEW OTHER EVENTS