Join the American Urogynecologic Society (AUGS) and Generational Financial Partners, LLC for a new yearlong webinar series designed to educate and empower physicians with financial tools and insights needed to improve financial wellness in 2025 and beyond!

Registration Fee:
AUGS Members: Complimentary
Non-Members: $99

Registration fees includes complete access to the yearlong webinar series. A recording will be available for those who are unable to attend the live webinars.

1. Wednesday, Feburary 5, 2025, at 7 pm Eastern
New Year, Fresh Start: Financial Planning for 2025
Kick off the year with a proactive approach to your financial wellness! In this webinar, we’ll explore goal-setting strategies tailored for medical professionals, discuss tax-efficient retirement contributions, and outline ways to maximize your benefits and savings opportunities. Start the year on the right foot with a clear financial plan that works for you.

2. Wednesday, May 7, 2025, at 7 pm Eastern
Protect What You’ve Built: Disability Insurance, Asset Protection, and Risk Management for Medical Professionals
Your career is your most valuable asset—are you protecting it effectively? This session will dive into the essentials of disability insurance, life insurance, and risk management tailored for physicians. Learn how to safeguard your income, secure your estate, and minimize financial vulnerabilities.

3. Wednesday, August 6, 2025, at 7 pm Eastern
Know Your Worth: Understanding Compensation, 1099 Opportunities, and Benefits Enrollment
Your compensation package is more than just your salary. Join us as we break down the components of physician compensation, including 1099 independent contractor income, benefits enrollment, and strategies for aligning your earnings with your financial goals. 

4. Wednesday, November 5, 2025, at 7 pm Eastern
Year-End Financial Wrap-Up: Maximizing Opportunities for 2025
The year isn’t over yet—there’s still time to make impactful financial decisions! This webinar will cover year-end tax strategies, retirement contributions, charitable giving, and open enrollment tips specific to medical professionals. Join us to close out the year strong and set yourself up for success in 2025.

Albert Einstein once said, "If you can’t explain it simply, you don’t understand it well enough." While finance can be complex, I believe that simple solutions, approached with discipline and mindfulness, are often the most effective. Money is a tool, and maintaining this perspective is essential for building wealth in a way that enhances your overall fulfillment.

As a Partner and Financial Planner* at Generational Financial Partners, I specialize in comprehensive financial planning tailored for physicians. With 95% of our clients being physicians, we understand the unique financial challenges faced by W2 employees, 1099 contractors, and practice owners in the medical field. My goal is to provide strategies that allow my clients to focus on their careers, confident that their financial health is secure.

I’ve been in the financial planning industry since 2013. Over the years, I’ve earned multiple credentials, including CFP®, ChFC®, CLU®, CLTC®, FSCP®, RICP®, and WMCP®. These certifications enable me to serve my clients with specialized knowledge and a network of professionals to address their specific needs.

I live in the DC area with my wife, Donna, and our two cats (Stitch and Dewey Decimal). Outside of work, I’m an avid swimmer and runner, always seeking new challenges. I’m also a Disney enthusiast and enjoy reading, particularly on topics related to health, wellness, and personal growth.

*Financial advisor offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Generational Financial Partners is not owned or operated by Eagle Strategies LLC or its affiliates.

 

At Generational Financial Partners, LLC, we work with physicians every day to help them understand their financial risks and opportunities so they can make wise decisions that benefit themselves, their practices, and their families. We don’t sell magic pills, and we don’t just look at one piece of the puzzle either. We look at the big picture, all the way from medical school to retirement, and give our clients the right tools and information they need to set and achieve their financial goals.