MCMS Financial Education Series One: Build a Strategy for Long-term Financial Success
Wed, Sep 18
|Baird Wealth Management
Come join MCMS and The Zeidler Group at Baird Wealth Management for a financial education training for physicians. Presented by Vice President Jill McGann, MBA, CFP, and Stephanie Liegeois from The Zeidler Group.
Time & Location
Sep 18, 2024, 5:00 PM – 7:00 PM
Baird Wealth Management , 15211 N Kierland Blvd STE 300, Scottsdale, AZ 85254, USA
Guests
About the event
MCMS is proud to partner with The Zeidler Group, a private wealth management company.
Please join us for a presentation tailored to help you navigate personal and professional financial decisions with confidence. This session will cover fundamental principles of financial management, including budgeting, saving and debt management. The Zeidler Group will also introduce key investing concepts such as asset allocation, risk management and the basics to your investment vehicles. This presentation will provide a solid foundation so you can make informed decisions and build a strategy for long-term financial success.
The Zeidler Group's Jill McGann, MBA, CFP, and Stephanie Liegeois, will be presenting to physcians.
Event Agenda:
- 5:00 - 5:30 PM: Arrivals, Hors d' oeuvres & beverages
- 5:30 - 6:30 PM: Financial Presentation
- 6:30 - 7:00 PM: Departures
The second event of the series is scheduled for Wednesday, October 23, starting at 5 PM.