Prescribing Financial Wellness: Comprehensive Retirement & Tax Saving Strategies
Preserving Wealth: Retirement Planning Throughout Your Medical Career
July 25, 2024
Thursday, July 25, 2024
Prescribing Financial Wellness: Comprehensive Retirement & Tax Saving Strategies Are you paying any student loans? Are you paying more than $100,000 in taxes? Do you have a plan for withdrawing funds from your investment accounts in retirement? Are you being rewarded for the risks you're taking in your investment portfolio?
Date and Time: July 25, 2024, 7:00 PM Virtual only. This event begins at 7:00 PM on Zoom
Topics include:
Preserving Wealth
Retirement planning throughout your medical career.
Early Career Essentials
, Mid-Career Milestones,
Navigating Late-Career Transitions
Speakers: Raquel Naranjo, JD, Financial Professional Alfred Valencia, CExP, Investment Advisor Representative
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