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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