Academy Events

Educational & Social Activities

How to Keep More of the Money You Make

Open to Physicians, Residents & Medical Students at no charge!

Trio - Wednesday, May 16 from 5:30pm - 7:30pm (5:30-6:00 Registration/Social Hour 6:00-7:30 Program)

Appetizers - Beverages - Desserts

This financial planning event will focus on tools and information you need to get started on a path to secure your financial fitness for the future including:

  • Liability
  • Business Planning
  • Investing for Success
  • Risk Management

Bank SavingsThe presentation will be educational in nature and not sales oriented. The sponsors will be available for those interested in additional services. As a community of physicians, the Academy understands the unique needs of medical professionals in preparing for future financial success. 

All attendees will be entered into a drawing for a $100.00 VISA gift card. (Must be present to win)

Sponsored by event presenters: Diversified Brokerage Specialists and The Rosselot Financial Group.

Pre-Registration is required by May 10. Feel free to invite your spouse.

*To reserve your seat please call 513-421-7010 or download this form and submit it.