The presentation for VMC medical staff offered on Sep. 8 and was recorded and here is the video link.

Presenters:

Dan Kline CRPC
Director, Retirement Planner
Fidelity Personal and Workplace Investing

Ron Cohen, MD
Medical Director, Physician Wellness
Valley Medical Center

Objectives:

• Financial Prioritization Matters
• Having a Tax Efficient Strategy
• Confident Investing in any Market