African American physicians and other health professionals gathered to participate in the scholarly exchange of medical advances, discuss health policy priorities, and to share experiences. We presented an overview of personal financial planning strategies to help them turn financial dreams into realities.

This event will attract more than 2,500 leading African American physicians, physician executives, health professionals, academicians, and scientists from across the country each year. As an exhibitor, we will network with primary care  physicians and other medical specialties, including surgical physicians who are institution-based or work in private or group practices.

We supported this important cause to donate funds that go into buying medication and supplies for their medical and surgical mission (e.g., cardiac monitors, pulse oximeters,
PPEs, devices for electronic health records, etc.). Working with members, we realize every dollar helps to make a difference.

This event hosted by The National Medical Association (NMA), will include a collective voice of
African American physicians and the leading force for parity and justice in medicine and the elimination of disparities in health. As an exhibitor, we will interact with influential health professionals and NMA members, to provide educational information that will help physicians tackle financial issues and get advice from our team of Advisors, familiar with physicians’ needs.

Dallas Independent School District recognized teachers for their hard work in honor of
Teacher Appreciation Week. We were ecstatic to recognize teacher for the work they do to transform students’ lives.

Dallas Independent School District is considered to be one of the fastest improving urban school districts in the country and we are proud to host an educational seminar to assist with retirement planning.

Dallas Independent School District recognized teachers for their hard work in honor of
Teacher Appreciation Week. We were ecstatic to recognize teacher for the work they do to
transform students’ lives.

African American physicians and other health professionals gathered to participate in the scholarly exchange of medical advances, discuss health policy priorities, and to share experiences. We presented an overview of personal financial planning strategies to help
them turn financial dreams into realities.

African American physicians and other health professionals gathered to participate in the scholarly exchange of medical advances, discuss health policy priorities, and to share experiences. We presented an overview of personal financial planning strategies to help
them turn financial dreams into realities.

Our in-person workshop was focused on helping physicians, dentists and allied health professionals of Nigerian birth help mitigate the gap between traditional qualified plans and their projected need for retirement funds. This custom designed income strategy can potentially help enhance accumulation and  distribution of supplemental retirement funds in a tax-advantaged manner.  LEARN MORE (link to attached brochure).

This event was designed to focus on the exploration of critical policy, scientific, and social issues that impact health status and service delivery to African Americans, other minorities, the poor, and the medically underserved. As an exhibitor, we interacted with influential health professionals and NMA members, to provide educational information that will help physicians tackle financial issues and get advice from our team of Advisors, familiar with physicians’ needs.

We spent three days connecting, learning, and sharing thoughts on where we’ve been and where we’re going as a profession in the financial services industry.
Participated in exceptional programming tailored toward leaders and managers motivated
to learn new trends, share critically important insights, and network with the very best in
the business.

We believe black communities need fair and equitable access to financial resources and education. At our Financial Empowerment seminar, we hosted this event to address the inequity in Black communities and the need to build sustainable, reliable and generational wealth though a holistic financial planning approach. We hosted this event, not because racial justice has been deemed the topic du jour, but because empowering Black communities is part of our very legacy.