Virtual Physician Financial Wellness Event
Retirement Ready: The Decisions that Matter
Sponsored by OCMA and Cooperative of American Physicians
This seminar will cover the following topics:
• Retirement Planning Do’s and Don’ts
• Advanced Strategies for Smarter Investing
• Mid-term Elections and Markets
Speakers
Jim Moos and Nick Dolle have worked with the OCMA for over 20 years, managing OCMA’s investment accounts, and helping OCMA members. They have also been a supporting business sponsor to OCMA.
Jim is a Senior Vice President and Financial Advisor at Morgan Stanley in Newport Beach with over 40 years of experience. He is a CFP® and a Certified Investment Management Analyst (CIMA®) from The Wharton School of Business. Jim earned an MBA from Cal State University Long Beach. In the past he has worked with the California Medical Association as a preferred retirement provider. Jim’s son is a physician.
Nick is a Vice President and Financial Advisor at Morgan Stanley with over 20 years of experience. Nick is a CFP® and earned a master’s in finance from Johns Hopkins University.