SUMMER 2022
WHARTON WEALTH PLANNING A Recognized World Center for Advancing Health Care through Science, Education & Technology
Planning During Uncertain Times:
A Financial Planning Webinar for Physicians and Medical Professionals hosted by a Certified Financial Planner at Wharton Wealth Planning. Complimentary. Today’s economic conditions make it particularly important to safeguard your future. Review some of our favorite asset protection, retirement savings, and personal finance strategies.
Past President Dr. Stephen Permut, 2021-2022, to Incoming President Dr. Ricardo Morgenstern, 2022-2023
Plus...
Time: Wednesday, September 14 at 7:00-7:30 PM (EDT) Location: Online at Zoom. (available on replay upon request.)
PCMS Installation and Awards
Please email david@whartonwealthplanning.com to reserve a spot to attend and for the zoom link.
Interview: Dr. Mira Irons, President and CEO of The College of Physicians of Philadelphia
WhartonWealthPlanning.com