Events
Webinars
Listen to Rocky Budhram, CFP® and Richard Birnbaum, MSFS, AEP® reveal the outsized benefits of estate planning and walk through a real-time estate plan simulation for a high-earning physician household.
Listen to Rocky Budhram, CFP® define some of the core elements of a properly drafted estate plan and debunk the misconception that estate planning is only reserved for older, ultra high net worth individuals.
In the first installment of our Physician Financial Literacy series, listen to Rocky Budhram, CFP® debunk the age old wisdom that ‘cash is king’ in retirement planning.
In the third installment of our Physician Financial Literacy (PFL™) series, listen to Rocky Budhram, CFP® drill down on peer-reviewed solutions for solving the physician’s time paradox.
In-Person Events
A high impact masterclass + practitioner only networking event, spotlighting practice management pro tips and executive-level discussions for building more profitable practices.
Join us for our first Management Mastery Seminar hosted by the JC Endodontics’ team and founder of Practice Perfect Systems, Dr. Michael Goldberg.
Healthcare Leaders of New York (HLNY)‘s highly anticipated 17th Annual Cocktails with The Chiefs! This year’s topic is “Successfully Leading Change in Healthcare Organizations”. Moderated by Georges Leconte, our panelists include Lakisha Mack and Paul Coyne. Click the link below to register for this wonderful event!
Managed Events
Speak to a CFP® Professional
What to Expect
The initial phase of discovery is a ‘no-strings’ exploratory conversation.
This conversation with one of our CFP® Professionals is used to discuss program outcomes, audience specifics, level-set on KPIs and discuss best ways of working.
After ascertaining whether it’s a fit for us to partner together, we will then create a concerted project plan, discuss marketing activation / intra-event specifics, and provide thought-starters for post-event outreach.
Alternatively, please feel free to reach out to us directly at [email protected].