IEP FELLOWS AND YOUNG SURGEONS COURSE Kameron Helmuth, CFP®, CHFC®, & Brad Quick, CEPA® Abstract: Recently, some published literature has highlighted the lack of general financial training and resource for [...]
BUILDING A SUCCESSFUL PRACTICE Kameron Helmuth, CFP©, CHFC©, Brad Quick, CEPA© Abstract: Recently, some published literature has highlighted the lack of general financial training and resource for among attending surgeons[1]1,2 , while [...]
There are several benefits to going through a 401k rollover process – some of which can even save you money in the long-run! Let’s dive into three options and why [...]
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Investment advisory services offered through Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, and Vestia Advisors, LLC, a Registered Investment Advisor with the SEC. Securities offered through Ausdal Financial Partners, Inc., 5187 Utica Ridge Rd, Davenport, IA. 52807 (563)326‐2064. Member FINRA/SIPC. Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, Vestia Advisors, LLC and Ausdal Financial Partners, Inc. are independently owned and operated.
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