Medical Professional Workshops

Sound Investing 20/20

- Discover effective techniques for managing the balance between risk and return

Tax Favored Investing

- Review tax rates and the future implications of possible tax increases to your financial plan

Sound Investing for the 21st Century

- Managing turbulent markets

Wills, Trusts, & Estate Planning

- Establishing techniques to leave a legacy

Estate Planning II

- Advanced estate planning methodologies

Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 25,691.00 +0.52
Nasdaq Composite 7,824.06 +0.22

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