Latest Past Events

Planning for a Successful Future

How Healthy is Your Financial Future?  Join us for a Virtual Med Check: A Free Financial Wellness Series for Medical Professionals, Veterinarians, and Frontline Responders WEDNESDAY, November 11, 2020: Planning for a Successful Future In this session, our advisor will cover basic estate planning, medical directives and last but not least, pet [READ MORE]

Free

Understanding your Current Financial Health in Uncertain Times

How Healthy is Your Financial Future?  Join us for a Virtual Med Check: A Free Financial Wellness Series for Medical Professionals, Veterinarians, and Frontline Responders WEDNESDAY, November 4, 2020: Understanding your Current Financial Health in Uncertain Times This informative discussion will include Quickbooks and financial sheet basics. Great for all business owners [READ MORE]

Free

Medical and Veterinary Professionals and Student Loan Debt

How Healthy is Your Financial Future?  Join us for a Virtual Med Check: A Free Financial Wellness Series for Medical Professionals, Veterinarians, and Frontline Responders WEDNESDAY, October 28, 2020: Medical and Veterinary Professionals and Student Loan Debt Learn the best ways to pay down student loan debt and new options that may [READ MORE]

Free
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