OmniMed Seminar Flyer - OmniMed Financial & Insurance

SEMINAR TOPICS
Disability Insurance
Life Insurance
Investment Management
Student Loan Debt Analysis
Retirement Strategies
Cash Flow Management
Employee Benefits
Estate Planning
Tax Strategies
Contract Negotiation*
Real Estate Transactions*
Medical Malpractice Tips*
Practice Buy-Ins*
Work/Life Balance Advice*
Social Media for Physicians*
140 Kendrick Street, C-1 East - Needham, MA 02494
Tel (888) OMNI-208 info@omnimedfinancial.com
FINANCIAL MANAGEMENT SEMINARS
FOR PHYSICIANS
Most physicians are at a disadvantage
when it comes to personal financial
management. Although they may have
received a world class medical education,
chances are their training did not provide
them with the necessary tools to address
the realities of the “business” of medicine,
or for personal financial planning.
The results of poor financial
decisions/strategies not only affect the the
of the healthcare professional and their
families, but also their professional
relationships with colleagues, partners
and hospitals.
The physician financial management
seminar series was formed to provide
financial education to medical students,
residents, and fellows - as well as to
practicing academic or private practice
physicians.
We understand that physicians are very
busy with professional and personal
obligations. For this reason, they need
reliable answers from specialists that they
can trust. Through access to a network of
experienced professionals in all areas of
financial services, we cover various topics
that impact a physician’s personal and
professional lives.
WWW.OMNIMEDFINANCIAL.COM
Call or email to discuss seminar dates for your program. There is no fee for this service. Food and drinks are provided.
Joseph Capone, a Registered Representative, and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products/services and advisory services offered through PAS, a registered broker-dealer and
investment advisor. PAS is an indirect wholly owned subsidiary of Guardian. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly
owned subsidiary of Guardian. OmniMed Financial & Insurance is not an affiliate or subsidiary of PAS or Guardian. Life/Disability/Long Term Care insurance offered through The Bulfinch Group Insurance
Agency Inc., an affiliate of The Bulfinch Group, Inc. Neither The Bulfinch Group LLC nor OmniMed Financial & Insurance are licensed to sell insurance. Neither Guardian, nor its subsidiaries, agents or employees
provide tax or legal advice. You should consult your tax or legal advisor regarding your individual situation.
PAS is a member FINRA, SIPC.
*1 - Contract Negotiation - Bill Mandell, J.D - Pierce & Mandell LLC, *2 - Real Estate Transactions - Karen Landry, RE/MAX Real Estate, *3 - Medical Malpractice Tips - Attorney, *4 - Practice Buy-Ins - Bruce Levine, CPA, *5 - Work/Life Balance - Certified
Life Coach, *6 - Social Media for Physicians - Business/Marketing Coach - * Guardian Does not offer these products or services. * The topics with an asterik are covered by professionals that are not practicing for Guardian or any subsidiaries or
affiliates thereof. GEAR #2011-9985