Financial Literacy for Life Science Professionals (California)
Many life sciences professionals are so laser focused on their day-to-day work lives that they push their personal finances to the back burner, often at the detriment of themselves and their families. April is Financial Literacy Month – a perfect time to take a step back to review or start a financial plan.
Big4Bio and Life Science Wealth are pleased to present a new webinar series, FINANCIAL LITERACY FOR LIFE SCIENCE PROFESSIONALS, which will bring together professionals in wealth management, taxes, and estate planning, many with localized experience in each of our core life sciences markets, to jumpstart the planning process and guide you through a personalized financial plan.
Hosted by Big4Bio’s Chief Business Officer Dave Whelan, these webinars include personal guidance from Chris Sarlo, founder and wealth consultant at Life Science Wealth, a wealth management firm exclusively for professionals in the life sciences industry.
Featured guest speakers include:
Mark Brumbelow – PYA
Brian Chew – OC Wills & Trust Attorneys
We encourage you to register for and attend the session where you live, since there will be individual speakers and expertise connected to these regions. However, if you cannot attend that one due to schedule conflicts, feel free to register for one of the others (https://lu.ma/financial-literacy-month). We will share contact information for all speakers with all attendees.
Please forward this to a friend or colleague who would benefit as well.