Safeguard Your Financial Future in 2023

Join NYCPS for a financial planning webinar for psychiatrists hosted by a Certified Financial Planner at Wharton Wealth Planning. Review asset protection, retirement savings, and personal finance strategies you can use to start the new year and, overview how the new retirement legislation impacts your retirement planning.

Event details
Thursday, February 16, 2023
7:30 PM
Virtual- Via Zoom

This event is FREE for all NYCPS and APA Members. $30 for non-APA members payable in advance. Payment information is available upon registration.

Speaker:

David Rosenstrock, CFP® is a Certified Financial Planner and the Director and Founder of Wharton Wealth Planning. He earned an MBA from the Wharton School of Business and a B.S. in economics from Cornell University.

Wharton Wealth Planning is an independent, fiduciary investment advisory firm that serves clients with their retirement planning, investment management, and cash-flow needs on a virtual (zoom) basis as well as in person.

David has over 25 years of experience in professional finance and started his career as an analyst at Goldman Sachs. As an independent wealth advisor, David’s firm can choose from any product that is available based on what they believe is best for clients. His philosophy is that independent, fee-only fiduciary advice yields the best financial solutions.

David has contributed to articles on investing and financial planning for Forbes, Yahoo Finance, Fortune Magazine, MarketWatch, MSN, ETF Trends, Morningstar, and Physician on Fire, and was a guest on the Retirement Wisdom podcast (website at www.whartonwealthplanning.com for media articles). He has also served as an experienced volunteer at many nonprofit organizations in his community including the Police Athletic League and a local food delivery service for the homebound.

This event is sponsored by NYCPS Platinum Partner, PRMS.