Legacy Wealth Advisors Managing the reserve investment accounts of the Santa Clara County Medical Association (SCCMA) and the Bureau of Medical Economics (BME) since 2000 1900 The Alameda Suite 510 San Jose, CA 95126 P: (408) 452-7700 F: (408) 452-7470 Email: Info@lwallc.com
Wealth Management
Legacy offers a broad range of wealth management services to SCCMA and MCMS physician members and their families. Such services include: • Financial Planning, Risk Management, Educational & Retirement Planning Projections • Liquidity Management and Cash Flow Analyses • Estate Tax and Charitable Planning • Existing Portfolio Analysis • Design and Implementation of Investment Strategies
Member Savings! Legacy offers a one-hour complimentary financial planning check-up to Association members (this is a $500 savings). For more information, please call Lawrence Pizzella at (408) 452-7700 or email lawrence@lwallc.com
www.lwallc.com
Join the American Medical Women’s Association Annual Meeting in San Francisco, March 30-April 2, 2017 at the Embassy Suites SFO Waterfront. Highlights: Talks from luminary women physician leaders, speed networking, mentoring, free CV review, free professional coaching, over 24 CME credits. First time attendee discount code: AMWAGrant. www.amwa-doc.org/amwa102 JANUARY / FEBRUARY 2017 | THE BULLETIN | 19