10 Grand Central 155 E 44th Street,
12 th FL,
New York City,
Financial Wellness Seminars for your Residents, Attendings and Nurses.
Providing financial awareness and confidence!
We have been providing financial literacy to medical and dental professionals for over ten years. Promoting financial security is a cornerstone of our firm. We host seminars for Residents, Attendings and Nurses. We don't assume it is all figured out while in practice. We find Attendings, although making a higher income, have more demands and thus less time to do research or implement the necessary planning needed. We provide presentations tailored to the needs of professionals in practice. We provide turn key solutions removing any planning needed on your part. Just pick a day and let us do the rest!
Check out our learning line-up and register for our
free educational webinars.
April 26th @ 12p.m.
Join our complimentary master class as we discuss the value of your income and what you truly lose in the event of a disability. You're working hard to build your future. Protect your future earnings!Topics we will cover:The value of your present and future incomeDisability statisticsUnderstanding disability contracts and features
Edward Alferoff, CFP®
Financial Planner | Co-Founder
Sona Ramnani, RICP®
Yes. We are conducting webinars and organizing them through Zoom links and invitations that you can send your attendees.
No. We represent our clients and have access to over 50 carriers. We don't focus on a product but more service with financial solutions being the main focus.