Designed for W-2 physicians, this session covers every stage of your career
– highlighting key opportunities, common missteps, and strategies around
taxes, retirement benefits, investing, and long-term holistic planning.
Whether you’re just finishing residency or thinking about retirement, this
session gives you the clarity and tools to build lasting wealth.
Please RSVP by September 15th!
Speakers include:
Cathy Pereira, CFP®, CDFA®
Senior Financial Consultant
Manning & Napier
Christina Poles, CPA
Tax Consultant
Thomas Stedman, CFP®, EA
Wealth Management Consultant
Limited seating available so reserve your spot today!
Thank you to our generous sponsor:
