Tuesday, February 1, 2011

Education Session - Financial Planning

We recently held another successful Education Session for our Alliance members. Bo White and Ted Wight of Martin\Wight & Company, LLC was kind enough to host the event and provide a wonderful dinner. Martin\Wight & Company is a physician-only financial planning firm based in Baltimore. They provide comprehensive financial planning services and currently serve over 3,000 physicians.

Bo and Ted shared their knowledge and expertise on the financial planning for physicians, in particular what we should be thinking about during the medical training years. The event was held in a private dining room at the Millennium Hotel in Durham and we had 16 people in attendance. Thank you to everyone who attended and a special thank you to Bo and Ted.

If you missed the event and would like information on Martin\Wight & Company, Bo's contact information is below.

Bo White
Director of Planning