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Financial Planning Webinar 

In addition to hosting seminars and workshops across the nation at numerous teaching hospitals and medical communities we’ve put together a web based version that you can view below anytime. If this brings up questions or if you’re interested in discussing your financial situation and goals, we welcome you to get in touch. Please visit the “Meet with Us” area of our site.

Financial Planning Publications 
Quarterly Market Update 
Helpful Links 

Below you’ll find several links that you might find handy in familiarizing yourself with financial topics and planning strategies.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you access this link you are leaving our website and assume total responsibility for your use of the website you are linking to. We make no representation as to the completeness or accuracy of information provided at this website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.