There have been some important changes over the past few weeks regarding Public Student Loan Forgiveness (PSLF), and the advisors at Vestia here to help you navigate them smoothly! As [...]
IEP FELLOWS AND YOUNG SURGEONS COURSE Kameron Helmuth, CFP®, CHFC®, & Brad Quick, CEPA® Abstract: Recently, some published literature has highlighted the lack of general financial training and resource for [...]
BUILDING A SUCCESSFUL PRACTICE Kameron Helmuth, CFP©, CHFC©, Brad Quick, CEPA© Abstract: Recently, some published literature has highlighted the lack of general financial training and resource for among attending surgeons[1]1,2 , while [...]
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Investment advisory services offered through Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, and Vestia Advisors, LLC, a Registered Investment Advisor with the SEC. Securities offered through Ausdal Financial Partners, Inc., 5187 Utica Ridge Rd, Davenport, IA. 52807 (563)326‐2064. Member FINRA/SIPC. Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, Vestia Advisors, LLC and Ausdal Financial Partners, Inc. are independently owned and operated.
This material should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor.
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