Attend CDSPI’s Panel Discussion, Navigating the Market Headlines at ASM19
During this year’s ODA Annual Spring Meeting 2019, CDSPI will gather a panel of investment professionals and financial experts to participate in a fulsome discussion session designed to help dentists better navigate market headlines. The session will help guide dentists on ways to grow and preserve their wealth and meet their financial goals while encouraging questions and conversation.
To give our viewers a preview of the session, we’re sitting down today with Steven Moscone, Vice President, Investment Advisory Services at CDSPI who will let us know why dentists need to attend this valuable and informative session.
About Steven Moscone
Steven has over 20 years of experience in the financial services industry, holding progressively senior positions at a major Canadian bank. In addition to his B.A. in Economics from the University of Toronto, he has earned his Certified Financial Planner (CFP) certification.
During this short Oasis discussion, Steven talks about what to expect during this expert-driven panel including:
To ask a question or learn more, contact a CDSPI Advisory Services Inc. financial planner.
Watch the Full Conversation (4.19″)
Will you be attending ODA’s ASM19 this year? We want to hear from you!
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Until next time!
CDA Oasis Team