Webinar: Dynamic Retirement Planning

Webinar: Dynamic Retirement Planning
Robert Peelman, CFP®, Group Director of Wealth Management at OJM Group, will offer tips and tricks for invigorating your financial plan for retirement. Who should attend: AOA Members, AOA Emerging Leaders, Residents, CORD Affiliates, and spouses of practicing physicians. EVCDS
This webinar will be recorded and available for playback to registrants following the live event on the AOA's e-Institute.

About the Presenter:

Robert Peelman, CFP®, the Director of Wealth Management at OJM Group. He has over 14 years of experience in wealth management, where his career has focused on serving the needs of successful individuals, families, endowments, and foundations. Bob works with clients to help manage their wealth responsibly, grow it tax-efficiently, and maintain it for years to come. Prior to joining OJM, Bob was a financial advisor with Morgan Stanley Wealth Management. Bob received his Bachelor of Science in Business Administration from the University of Kentucky and has earned the designation of Certified Financial Planner™.
***Early Registration with reduced prices ends on December 3.

To Register:

  1. Login using AOA login and password.
  3. Click on PROCEED TO CHECK OUT, found at the bottom of the screen.

 **Your registration will not be complete until clicking on Proceed to Check out.**

This webinar is listed in Central Time.

Following registration, you will receive an email from readytalk.com with your registration login details.

12/5/2017 7:00 PM - 12/5/2017 8:00 PM
United States

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