FREE Seminars for Healthcare Professionals
Make informed decisions for your financial future confidently through our educational seminars
Prime Financials Seminar Series 2024
Collect a Wealth of Financial Wisdom with PRIME
For over 65 years, Prime, a valued wealth management firm, has been guiding physicians and the rest of the medical community with their financial needs. Our approach involves educating and leveraging the latest technologies to help them gain financial freedom.
We provide ongoing guidance from residency to retirement, teaching strategies for goal achievement and sound decision-making. Our generational experience emphasizes managing debt, building practices, and attaining financial independence through time-tested financial planning.
Some of our topics include, but are not limited to:
Student Loan Refinancing Options
Financial Wellness for Physicians
Taxes & Tax Saving Rules for Physicians
Risk Protection and Liability Planning
Medical Practice Development
Contract Negotiations
Prime is an education-focused firm. Most financial planning firms center on numbers and tactics. We too employ data and research to guide our financial advice, but we lead with the process of sharing knowledge. Half of our time is dedicated to conducting financial education seminars within hospitals, universities, private practices, and various groups.
We firmly believe that leading with honest advice and education is the key to helping the medical community attain financial freedom.
Our nationally known seminar series is sought after by practices and hospitals for community education. We offer ample information and tools during the series for implementing a robust financial strategy. If someone prefers managing their finances independently, these presentations offer sufficient insights. If they later seek assistance, our team is always ready for them.
Our Seminar Topics
Our nationally known seminar series is sought after by practices and hospitals for community education. We offer ample information and tools during the series for implementing a robust financial strategy. If someone prefers managing their finances independently, these presentations offer sufficient insights. If they later seek assistance, our team is always ready for them.
What is planned for you in 2024
Our goal is to help you finish 2023 strong and set you up for a great 2024 with improved strategies.
For medical professionals, staying ahead has never been more critical. From intricate tax laws to the remote work revolution and artificial intelligence, the landscape is shifting fast. That is why we planned seminars to help you not only navigate these issues but also crush tax season with confidence.
Why Opt for Prime's Financial Education Seminars?
Collaborating with institutions like Yale, Hartford Healthcare, UCONN Health, NYU Langone, and Mount Sinai, PRIME Financial Services brings over 65 years of experience to support your financial well-being. Our focus is on creating tailored financial wellness programs specifically designed for healthcare providers.
Our promise is simple: no sales pitches, just the information you need to enhance your financial knowledge. These seminars are completely free – our way of empowering you.
Let PRIME Financial Services be your partner in achieving financial empowerment.
Meet Our Expert Team
Howard Wein
Partner
Jason Wein
Managing Partner
Larry Bernstein
Partner
Alex Kreis
Managing Director
Maureen Decker
Managing Director