Financial Fundamentals for Medical Professionals
Tracks
Programming
| Friday, May 31, 2024 |
| 10:00 AM - 10:45 AM |
| Fairfax Room, Third Floor |
Details
This presentation will focus on the core financial issues that impact medical professionals as they begin their careers. We will discuss managing student loan debt, understanding personal income taxes, creating a personal budget, and planning for the unexpected life events.
Speaker
Mr. Andy O'Brien
Sr. Vice President
Tax & Financial Group
Tax & Financial Group session
Biography
Andy O’Brien is a Senior Vice President at Tax & Financial Group. Andy provides expert guidance related to advanced planning, personal financial planning, estate planning, business planning, and qualified plan design. In addition, Andy takes a client first approach and provides both technical and practical analysis and recommendations. Andy received his bachelor’s degree from Hamline University (summa cum laude) and his law degree (J.D.) from Hamline University School of Law (cum laude).
