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SDNP December Educational Webinar – Financial Planning for Medical Professionals
Thursday, December 16, 2021, 6:30 PM - 7:30 PM CST
Category: Events

SDNP Educational Webinar

Financial Planning for Medical Professionals

Thursday, December 16th, 2021 | 4:30 p.m. Pacific / 7:30 p.m. Eastern

Free to Members & Non-Members

REGISTER HERE! 


 

Presented by:  


LeTian Dong, CFP®, RICP®, ChFC®
Chief of Staff, VP of Planning, CFP® Ambassador
LeTian Dong is co-founder of a boutique financial planning practice housed within Northwestern Mutual with partner Tom Morris, CFP®. LeTian has a passion for mentoring young planning professionals and for driving change in how clients think about financial planning. Her efforts led the American College of Financial Services to honor her with the 2021 NextGen Financial Services Professional Award.
She is a fluent speaker and writer in Mandarin and is an advocate of diversity, equality, and inclusion.
As a CFP® Ambassador, her goal is to lead future financial professionals in creating innovative strategies to engage with their communities in this rapidly changing global environment.

Tom Morris, MBA, CFP®, RICP®, ChFC®, CASL®, CLU®, RMA®
Wealth Management Advisor
For over 15 years, Tom Morris has helped clients dream and plan for the future. He earned his undergraduate degree from UNC-Chapel Hill and an MBA from Duke’s Fuqua School of Business and created value as an executive in 14 high growth startups before realizing that he had the perfect background for financial planning.
Holding 6 planning designations in addition to his CFP, Tom is a strong believer that lifelong education is what enables him to provide value to clients with a strong financial advantage. He specializes in financial independence, life, and legacy planning for medical professionals, clients near or in retirement, as well as for business owners and executives.


 

This educational webinar is made possible by a sponsorship provided by Lilly USA, LLC.

Thank you for your support!