Details
 

June 8, 2022
7:30-9:00PM

Financial Planning For All Career Stages

A Members-Only Event

NJSOP member are invited to attend the next Members-Only webinar on June 8th!

Date:  Wed. June 8th

Time : 7:30 - 9:00 PM

Cost:  FREE MEMBER BENEFIT

Register here!

Speakers Jared Rothbard and Lee Newman have a combined 20 years of experience of award-winning financial services with a strong concentration in the medical markets.  They travel the country providing educational workshops and seminars. This webinar will  cover the following topics:

✅ How to protect yourself against elements you do not control
but will affect you both personally and professionally 

 ✅ How to pay off debt, including but not limited to,
student loans, credit card, mortgage, car, etc. 

✅ Saving: Where to save, how much to save, and methods for making it easy 
 
✅ How to plan for retirement while building strategies to
 live on more money and pay less tax

✅ How to avoid creditors and taxes when passing on your assets 

Jared Rothbard is a financial advisor with CFS. He is a dedicated, reliable professional who works hard to help his clients, specifically optometrists, physicians, dentists, and others in the medical field, find maximum value in their lives to flourish financially. He is a coach, helping his clients navigate through the financial myths and misinformation so they can make properly informed decisions based on facts, not opinions.  Situated in the medical and healthcare sector, Lee Newman has carved a specialty by providing education and guidance to private and public practices, residency, and fellowship programs, as well as professionals, ensuring their personal economy is working efficiently with asset protection and wealth building potential. Lee is the managing director and financial director at Northeast Financial Network. 

This program is not for CE credit.
This webinar may be recorded for use at future programs.

Register here!

Registration for this program is required.
Once you have registered with the NJSOP, a zoom registration link will be sent to you.

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Add to Calendar aCLuDhaqizCaPxAftmqF167204 06/08/2022 07:30 PM 06/08/2022 09:00 PM false America/Detroit Financial Planning For All Career Stages NJSOP member are invited to attend the next Members-Only webinar on June 8th! Date:  Wed. June 8th Time : 7:30 - 9:00 PM Cost:  FREE MEMBER BENEFIT Register here! Speakers Jared Rothbard and Lee Newman have a combined 20 years of experience of award-winning financial services with a strong concentration in the medical markets.  They travel the country providing educational workshops and seminars. This webinar will  cover the following topics:  How to protect yourself against elements you do not controlbut will affect you both personally and professionally    How to pay off debt, including but not limited to,student loans, credit card, mortgage, car, etc.   Saving: Where to save, how much to save, and methods for making it easy     How to plan for retirement while building strategies to live on more money and pay less tax  How to avoid creditors and taxes when passing on your assets  Jared Rothbard is a financial advisor with CFS. He is a dedicated, reliable professional who works hard to help his clients, specifically optometrists, physicians, dentists, and others in the medical field, find maximum value in their lives to flourish financially. He is a coach, helping his clients navigate through the financial myths and misinformation so they can make properly informed decisions based on facts, not opinions.  Situated in the medical and healthcare sector, Lee Newman has carved a specialty by providing education and guidance to private and public practices, residency, and fellowship programs, as well as professionals, ensuring their personal economy is working efficiently with asset protection and wealth building potential. Lee is the managing director and financial director at Northeast Financial Network.  This program is not for CE credit.This webinar may be recorded for use at future programs. Register here! Registration for this program is required.Once you have registered with the NJSOP, a zoom registration link will be sent to you. ----