Dear Surgeons, Medical Professionals, and Residents,

Do you want to improve your core financial literacy to achieve better sustained investment returns? 

Do you want to learn more about your prudent retirement planning options in a clear, no-jargon setting? 

Are you underperforming relative to today’s investment opportunities, or don't even know how to benchmark against peers? 

Interested in learning the major self-diagnostic questions you should be asking to achieve success? 

If so, please Join our March 6 8:00pm ET / 5:00pm PT one-hour Webinar: “Achieving Better Financial Outcomes: What it takes and what you can do about it” led by Brett A. Janis, CFA, and the appreciated support of Dr. Jordan Frey, MD.  This discussion is specifically customized for medical professionals based on our review of recurring concerns and challenges from recent targeted surveys and direct interactions.  Our foundational discussion will focus on how to frame strategic options, gain clarity on what you can control, and how to work with external partners. We welcome all levels of knowledge; this webinar is especially relevant for those struggling industry jargon and/or poor previous outcomes.   
Agenda:
(1) key drivers to achieve sustained strong investment outcomes (2) important decisions you can make to start or improve your long-term strategy (3) Self-diagnostic questions to judge the health of your own current approach and identify red flags (4) Q&A, and take away references for you to use going forward on an action plan.
Presenter: Brett A. Janis is the principal of Strong Bridge Advisers, a US independent Registered Investment Adviser (RIA) based in California.  Brett is a veteran practitioner, has published on wealth and investment subjects for medical professionals. He graduated from Harvard College, Columbia Business School’s value investing program, and has been a CFA since 2005.