Do you have a financial plan? Are you curious to learn more about your available saving and investment options? Would you like to learn more about how to set and achieve financial goals?
On Wednesday, August 30th we are happy to announce that Adam Souply, CFA, CPFA™, AIF®, MBA and Jeremy Suschak, CFP® from DBR & CO will be joining us via zoom from 6:00-8:00 PM to deliver a Financial Planning Workshop in which they will discuss important topics such as:
Goal Setting - Retirement Planning
Budgeting - Investment Strategy
Debt Management - Education Planning
Risk Management - Estate Planning
Adam and Jeremy will look forward to presenting in an engaging way by discussing these critical areas of financial planning and answering questions throughout the evening. In addition, discussing the concepts listed above they will be happy to share actionable tips which you can use to design your own plan!
Workshop Guest:
Adam M. Souply: Adam is responsible for developing comprehensive wealth planning and investment strategies designed to help physician clients achieve their financial goals. He is a member of the DBR & CO Investment Committee. Adam has nearly two decades of experience specializing in building financial planning strategies and providing a unique client experience centered on simplifying complex financial situations. Adam works collaboratively with clients to develop holistic approaches for managing their wealth, incorporating strategies across asset protection, tax and estate planning, cash flow analysis, retirement planning, insurance analysis, and education planning into his process.
Jeremy L. Suschak: Jeremy focuses on building relationships with corporate partners, network partners, private institutions, and private clients to help them accomplish their goals. Jeremy has nearly two decades of experience specializing in relationship development and advising on the investment and planning complexities of high-net-worth clients. Leveraging the firm’s resources and relationships, Jeremy works collaboratively with DBR & CO’s advisory specialists to develop tailored solutions for clients.
Accessibility is important to us. Information on this location’s accessibility can be found on our website here. We are happy to provide ASL interpreters and other accommodations if requested.