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!
Our Seminar Topics
We discuss how to manage your debt and what factors to consider when trying to pay them down.
We review different types of insurance and the importance of each one during each stage of your career.
We'll share the power of time horizon, compounding and tax advantages of investing.
We'll share factors to consider when planning for retirement and how important it is to start early.
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.