Physicians dedicate their careers to caring for others, but their own financial health is often overlooked.

Join Journey Wealth Strategies for a complimentary lunch and educational presentation during the MSMA Annual Session as Dave Jesiolowski, Founding Partner, explores three common financial challenges physicians face:

• Overpaying taxes due to a lack of proactive tax planning
• Accumulating financial products without an overall strategy
• Receiving fragmented advice from professionals who are not working together

In this concise 20-minute session, you'll gain insights into how a coordinated wealth strategy can help align tax planning, investments, retirement planning, and estate considerations. Whether you're early in your career or preparing for retirement, you'll leave with practical ideas to evaluate your current financial plan and identify opportunities for improvement.

Presenter: Dave Jesiolowski, Founding Partner, Journey Wealth Strategies

Cost: Complimentary lunch provided.