1st Quarter Round Table Meeting 2024

February 15th, 2024

The 1st Quarter 2024 Round Table will be held on Wednesday February 21, 12:00pm – 1:00pm at the Farmington Civic Center.

This round table presentation will be hosted by Steven Christensen, CFP and Karen Herhahn, M.S.Ed, MPA with Northwestern Mutual.

They will be covering useful topics surrounding Financial Planning for Medical Professionals including:

                          • Unique financial challenges
                          • Unique tax challenges
                          • Student loan repayment planning
                          • Specialized risk management needs

There is no charge for this presentation, but please RSVP. Lunch will be provided, and we want to be sure to have enough food.

RSVP with Kayli Gonzales at kgonzales@sanjuanipa.com

Can’t make it in person? This presentation will also be available via ZOOM:

https://us02web.zoom.us/j/86098601780?pwd=OGFVYmdrMzVuRE1icEhXK1owYmNvZz09

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