Complete Story
03/18/2024
Foundation Offers New Physician Wellness Series
Please join us for a new free member webinar series to support your mental health to avoid physician burnout.
All physician specialties and practice settings are affected by burnout. When a physician experiences burnout, this can have a significant impact on organizational productivity and morale—and diverted attention to administrative tasks can lead to a reduction in the amount of time physicians can deliver direct patient care.
Our first webinar in our physician wellness series, Healing the Whole You, focuses on your financial health:
Check Up for Your Financial Health
Tuesday, April 9, 2024 | 12:00 PM – 1:00 PM
GoToWebinar - 1 Hour Category I CME
Speakers: Mark Guenard AIF© and Peggy Slaughter, CFP®, CRPS®, AIF®,CPFA®
Objective: You know it is important to save money for your future but do you know how much you will need when you get there? Join us for the first in a series of financial planning webinars where we will start with the basics of accumulating assets, setting goals, and monitoring your progress. We will share with you tools you can use to help plan for a successful retirement and how to boost your chances of achieving your financial goals.
After registering, you will receive a confirmation email containing information about joining the webinar. Continuing education certificates will be emailed after the webinar.
Mark Guenard is an advisor for Saling Simms Associates, an independent Registered Investment Advisor and has experience helping clients pursue their financial goals by focusing on retirement planning and asset protection. Mark’s background includes almost 20 years with Columbia Threadneedle Investments, where he consulted with financial advisors around Ohio, Kentucky and Indiana on investments and shared the economic views of Columbia Threadneedle. He has been a Senior Sales Executive with ALPS Investments, representing their alternative income solutions, including ETF’s, mutual funds and SMA’s and a Sr. VP and Partner at a start-up mutual fund company with a former hedge fund manager.
Mark is an Accredited Investment Fiduciary and completed the Accelerated CFP Certification Education program thru The Ohio State University Fisher College of Business Executive Education program. He has FINRA Series 7, 63, and 65 Securities registrations in the states of OH, FL, and VA.
Peggy Slaughter is a Retirement Plan Consultant for Saling Simms Associates since 2014. She was introduced to the financial services industry in 1982 with a local financial planning firm. From there, she launched her career focusing on qualified retirement plans with a Third-Party Administration firm in 1988, culminating in being selected to join the Raymond James Retirement Plan Advisory Council in 2008. For three years running, she was named as one of the National Association of Plan Advisors top female plan advisors in the country. As a Retirement Plans Advisor, Peggy has a long history of providing Plan Sponsors and Participants with experienced, thorough servicing of their retirement planning needs.
Peggy is a Certified Financial Planner CFP®, Accredited Investment Fiduciary AIF®, Chartered Retirement Plan Specialist CRPS®, Certified Plan Fiduciary Advisor CPFA®; Registered Investment Advisor Representative. Her licenses include FINRA Series 6, 7, 24, 51, 63 and 66 as well as Life, Accident, Health and Variable Annuities.
