Wed, Oct 23
|Baird Wealth Management
MCMS Financial Education Series Two: Advanced Planning, Investment Consulting, and Relationship Management
Come join MCMS and The Zeidler Group at Baird Wealth Management for a financial education training for physicians. Presented by The Zeidler Group's Vice President Jill McGann, MBA, CFP, and Stephanie Liegeois.
Time & Location
Oct 23, 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.Â
Please join us for our second and final series on a high-level session where, Jill McGann and Stephanie Leigeois will discuss techniques for optimizing your financial portfolio – understanding how to maximize returns and mitigate risks. The Zeidler Group has a unique approach to Wealth Management focused on helping you make smart financial decisions to achieve your goals. While learning about why we've defined Wealth Management centered around three important steps – Advanced Planning, Investment Consulting, and Relationship Management.
The Zeidler Group's Jill McGann, MBA, CFP, and Stephanie Liegeois, will be presenting to physcians.Â
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