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Wealth Management Strategies for Physicians
Please join the team at CIG Capital Advisors for a short educational webinar discussing the elements of a sound wealth management strategy for physicians in 2020 and beyond to retirement. This event highlights the key wealth factors to evaluate as you look ahead, considering changing tax laws and the unique asset protection and cash flow needs of physicians and medical professionals, as well as the importance of private medical practice valuation (if applicable) and its impact on retirement.

This complimentary webinar is hosted by CIG Capital Advisors, a wealth management and business advisory services firm offering physicians and medical professionals powerful resources to elevate their success.

To schedule an initial phone consultation with a senior wealth manager, visit www.calendly.com/mswieckicig


Securities Offered Through CIG Securities, Inc., Member FINRA/SIPC.
Investment Advisory Services Available Through CIG Asset Management, Inc., a SEC Registered Investment Adviser.
Insurance Services Provided by CIG Risk Management, Inc.
All Are Wholly Owned Subsidiaries of CIG Capital Advisors, Inc.

Apr 22, 2020 06:00 PM in Eastern Time (US and Canada)

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Speakers

Martin Swiecki, CFP®, CLU
Senior Wealth Manager @CIG Capital Advisors
Martin serves CIG Capital Advisors clients as a Senior Wealth Manager where he designs individualized financial plans for clients. He believes in a comprehensive approach that encompasses all aspects of a client’s financial well-being. Martin specializes in wealth management with a primary but not exclusive focus on successful physicians, along with discerning C-Suite professionals and well-established families. He began his career in financial services in 2003 with Morgan Stanley and then moved to Northwestern Mutual Financial Network, joining CIG in 2007. Having earned his CERTIFIED FINANCIAL PLANNER designation CFP® in 2012. Martin secured his Chartered Life Underwriter designation from The American College in 2006 and B.S. Engineering Graphics and Design from Western Michigan University. Martin enjoys spending time with his wife Jessica and their children Evelyn and George.