Webinar: Financial Wellness Planning for the Established Medical Professional

Date: October 15, 2020
Time: 12:00PM - 12:30PM CST
  • Online

Event Details:

Whether you are a mid-career professional or nearing retirement, it’s a good time to review your financial picture. Are you investing wisely and balancing debt appropriately? Are you taking full advantage of all your retirement plan options?  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. SVA Financial Group has years of experience working with medical professionals and we understand the complexity of your retirement benefits and financial planning needs. Join us as we share our insights on the top things you should be thinking about at this stage of your career.

We will discuss:

  • Importance of a Financial Wellness Plan
  • Risk Management Fundamentals
  • Navigating Your Employer Retirement Benefits
  • Strategies for High Income Earners
  • Estate Plan Essentials

This webinar is designed for medical professionals mid-career or nearing retirement.

Presented by:
Oswald-Debbie-greyNathan Cowen-101-1-gray-print
Debbie Oswald
SVA Financial Group                 
Nathan Cowen, AAMS®
Wealth Manager 
SVA Financial Group