Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
March 6, 2025
8:00p - 9:00p
Virtual Webinar
Invite-Only Webinar for Medical Professionals: Achieving Better Financial Outcomes. What it takes and what you can do about it
2025 Webinar “Achieving Better Financial Outcomes” led by Brett A. Janis, CFA. We will discuss (1) key drivers to achieve sustained strong investment and planning outcomes. (2) Important decisions you can make to start or improve your long-term strategy. (3) Simple self-diagnostic questions to judge the health of your own current approach and identify red flags (4) Next steps to improve.