Real Life Financial Planning: An Physician Assistant’s Guide to Building Wealth

CityElkton
CountyDouglas (OR3187)
Date04/18/2019
Hours18:30
CategoriaEvents
Official Website
Elkton
Douglas (OR3187)
Tel 2019-04-18
Categoria Events
Real Life Financial Planning: An Physician Assistant’s Guide to Building Wealth

Taxes, loans, stocks, bonds, college planning, cash flow planning, retirement accounts – It can all seem like a lot to handle. Join us for lunch and a discussion led by Michael Durstein of Diamond State Financial Group to take an in-depth look at how it all fits together.   Topics for discussion include: The 5 fundamentals to building wealth while practicing medicine Getting organized Managing debts Understanding protections and insurances Efficient investing in any stock market environment What can a financial advisor do for me? Dinner and dessert included. Please RSVP as soon as possible as seating is limited. Securities and Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Diamond State Financial Group is independently owned and operated..


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