Make Your Financial Journey Truly Yours!
Plan For A Prosperous Future With Practical, Easy
Steps In Our Free Webinar:
Steps In Our Free Webinar:
Navigating Major Financial Milestones as a Medical Professional
Wednesday, September 25th.
12:00 PM EST
Zoom Webinar
As a medical professional, you’ve worked hard to get where you are. Your career offers many benefits and opportunities, and while you might not become filthy rich, you’ll enjoy a higher standard of living than most.
Throughout your career, your financial priorities might shift, such as:
- In your 20s and 30s: You may focus on paying down debt and setting up your home.
- In your 40s and 50s: You could work on maximizing your income and growing your wealth.
- In your 60s: You might start preparing for retirement.
- In your 70s and beyond: You may need to manage your wealth and plan for how to pass it on.
These are just some examples, and your journey might look different. The key is to step back and see the “big picture.”
Simply managing your finances without understanding your goals and motivations can leave you feeling unsatisfied. It’s crucial to make financial decisions with a sense of purpose.
We’re here to guide you through these milestones and help you develop a financial plan that aligns with your life goals. Join our FREE webinar, “Navigating Major Financial Milestones as a Medical Professional,” and start planning for a future that’s both prosperous and fulfilling.
Date
Wednesday, September 25th.
Time
12 PM EST
Location
Zoom Webinar (Link Provided After Registration)
What You’ll Gain from This Seminar
1. Financial Tips for Home Buying:
Learn how to navigate the financial aspects of buying your dream home, from budgeting to mortgage options.
2. Build a Strong Education Fund:
Discover the best strategies for saving for your children’s education, including 529 plans and other investment vehicles.
3. Prepare for Major Life Events:
Get practical advice on financial planning for significant milestones like marriage and starting a family.
Click the button below to secure a spot for this informative seminar.
If you have any questions, feel free to reach out to us at info@pfseminars.com
Meet Your Host
For over 65 years, PRIME Financial Services has been guiding physicians and the broader medical community through their financial journeys. Our focus on ongoing education and innovative financial strategies helps our clients achieve financial freedom.
Collaborating with esteemed institutions like Yale, Hartford Healthcare, UCONN Health, NYU Langone, and Mount Sinai, we bring extensive experience to support your financial well-being.
Join us to enhance your financial knowledge and make informed decisions for a secure financial future.
We’re more than advisors – we’re your allies in securing your overall financial well-being
Jason Wein
Managing Partner
Howard Wein
Partner
Lawrence Bernstein
Partner
Alex Kreis
Managing Director
