Maximizing Income and Smart Investments3:30 PM - 4:00 PMJesse Frehling, AIF® |
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Session Description
Just like a surgical procedure, your financial life is complex and requires careful planning and skill to ensure the desired outcome. We will share learnings from our 40+ years of experience guiding surgeons in their financial planning and investment strategy. Throughout a surgical career you will encounter a wide range of financial challenges and opportunities. With the right mindset and guidance along the way, you can maximize each situation to your benefit. Join us for a step-by-step breakdown of common financial issues faced by surgeons from residency all the way through retirement. Our experts will highlight concepts to consider at each step of your journey, so you walk away with new ideas for improvement and a better understanding of the potential pitfalls to avoid.
Key Elements of this Session
- Stages of the Surgical Profession Lifecycle
- Financial Concerns for Each Stage
- Tips & Tricks to Improve Your Finances
Biography Jesse works with prospective clients as they explore a partnership with Altfest Personal Wealth Management. He evaluates opportunities and inefficiencies in a client’s financial situation in order to provide a clear Financial Planning Roadmap and insight to clearly outline the value of our client experience. Prior to joining Altfest, Jesse previously worked with Focused Wealth Management where he was Vice President of Wealth Management and led the firm’s business development initiatives in the employer-sponsored retirement plan market. |