Join us for a FREE 3-Part Financial Future Bootcamp Program
1. A Physician’s Financial Landscape & the Importance of a Plan
2. Fundamentals of Investing, Tax, & Risk Management
3. Making the Best Career Decisions for You and Your Family
Ophthalmology Emerging Leaders
FINANCIAL FUTURE BOOTCAMP
Learning Objectives
> Guidance on Financial Planning and Goal Setting
> Prioritization of Cash Flow, Debt Reduction, Saving , & Investing
> Investment Concepts & the Power of Compounding Returns
> Protection for the Financial Risks a Physician Faces
> Making the Most of Your Employer Benefits
> Core Tax & Estate Planning Concepts
PART 1
Monday, Sept. 20, 2021
7:00 pm – 8:00 pm
A Physician’s Financial Landscape & the Importance of a Plan
Pat Runyen, CPA, CFP®
Principal & Wealth Manager
Modera Wealth Management
Steve Haney, CFA®
Financial Advisor
Modera Wealth Management
PART 2
Monday, Sept. 27, 2021
7:00 pm – 8:00 pm
Fundamentals of Investing, Tax, & Risk Management
Pat Runyen, CPA, CFP®
Principal & Wealth Manager
Modera Wealth Management
Steve Haney, CFA®
Financial Advisor
Modera Wealth Management
PART 3
Monday, Oct. 4, 2021
7:00 pm – 8:00 pm
Making the Best Career Decisions for You and Your Family
James Rienzo
Principal, EyeMed
Practice Management, Inc.
Presented by
Pat Runyen, CPA, CFP®
Principal & Wealth Manager
Modera Wealth Management
Steve Haney, CFA®
Financial Advisor
Modera Wealth Management
James Rienzo
Principal, EyeMed
Practice Management, Inc.
About Modera Wealth Management
As a fee-only, independent fiduciary, Modera Wealth Management is committed to providing advice in the best interests of its clients to help them reach their financial objectives.
Modera is an SEC-registered investment advisor. SEC registration does not imply any level of skill or training. For information pertaining to our registration status, fees and services, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov) to obtain a copy of our disclosure statement set forth in Form ADV Part 2A.