Wealth Beyond the White Coat
About the Event
Join the Thomas J. Blocker Society for Wealth Beyond the White Coat, a financial education event created for TJBS members and health professions alumni.
Attendees will gain practical insights into building, maintaining, and protecting generational wealth. Financial professionals will share strategies designed to help healthcare professionals strengthen their financial plans, protect their assets, prepare for retirement, and create a lasting legacy.
Topics of Discussion
- State of Black Wealth
- Strategic Financial Planning
- Asset Protection
- Professional and Business Development
- Retirement Planning
- Legacy and Estate Planning
Featured Speakers
Christopher Gandy, LACP
President, National Association of Insurance and Financial Advisors
CEO, Legacy Wealth Group
William Taylor Jr., CPA, CFP, PFS, MACCT
Tax Partner, McConnell Jones
DeJarvis Leonard, CFP
Managing Partner and Financial Advisor, LH Financial
Dan Walden
Vice President, Healthcare Relationship Manager
Healthcare Banking Group, PNC Bank
Registration
This is a free event, but advance registration is mandatory.
Please RSVP by August 20 here: https://forms.gle/KfbicUxBVuRs8265A