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]
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]
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]
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 21, 2020 BBQ Basics: Pre-Seminar Cooking Class This low-key event is a fun way to blow off a little steam and learn how to [READ MORE]
To our veterinary partners, we have decided to postpone our April 29 seminar on “Women and Investing.” Our plan is to reschedule this and our other seminars to dates later this year. We’ll touch base again with the new schedule as soon as it’s confirmed. How Healthy is Your Financial [READ MORE]
To our veterinary partners, we have decided to postpone our March 25 seminar on “Veterinary Professionals and Student Loan Debt.” Our plan is to reschedule this and our final seminar on “Women and Investing” to dates later this year. We’ll touch base again with the new schedule as soon as [READ MORE]
How Healthy is Your Financial Future? Join us for VET CHECKUP: A Financial Wellness Series for Veterinary Professionals WEDNESDAY, FEB. 19, 2020 Veterinary Professionals and Tax Strategies Guest Lecturer: ELLYN BESS, CPA, CPC, QPA, QKA STS Global Employer Services Partner — Compensation and Benefits Third-Party Administration National Team Leader BDO Norfolk [READ MORE]
