FREE Seminars for Healthcare Professionals
Make informed decisions for your financial future confidently through our educational seminars
Prime Financials Seminar Series 2024
Tax Strategies for Physicians
Wednesday, January 17, 2024
Minimize Tax Liability for 2023
Wednesday, March 6, 2024
Tax and Financial Strategies for 2024
Wednesday, February 21, 2024
Tax Filing Updates for Physicians
Wednesday, February 7, 2024
Collect a Wealth of Financial Wisdom with PRIME
For over 65 years, Prime, a valued wealth management firm, has been guiding physicians and the rest of the medical community with their financial needs. Our approach involves educating and leveraging the latest technologies to help them gain financial freedom.
We provide ongoing guidance from residency to retirement, teaching strategies for goal achievement and sound decision-making. Our generational experience emphasizes managing debt, building practices, and attaining financial independence through time-tested financial planning.
Some of our topics include, but are not limited to:
Student Loan Refinancing Options
Financial Wellness for Physicians
Taxes & Tax Saving Rules for Physicians
Risk Protection and Liability Planning
Medical Practice Development
Contract Negotiations
Prime is an education-focused firm. Most financial planning firms center on numbers and tactics. We too employ data and research to guide our financial advice, but we lead with the process of sharing knowledge. Half of our time is dedicated to conducting financial education seminars within hospitals, universities, private practices, and various groups.
We firmly believe that leading with honest advice and education is the key to helping the medical community attain financial freedom.
Our nationally known seminar series is sought after by practices and hospitals for community education. We offer ample information and tools during the series for implementing a robust financial strategy. If someone prefers managing their finances independently, these presentations offer sufficient insights. If they later seek assistance, our team is always ready for them.
Our Seminar Topics
Financial Wellness for Physicians
Gain financial freedom as you transition from residency to building your practice. Explore budgeting, tax strategies, and develop an understanding of savings plans, retirement planning, and basic investment concepts.
Book Your Free Session →Taxes & Tax Saving Rules for Physicians
Understand current tax law, deductions, and filing in the U.S. as citizens, H1B and J1 options. Learn about deductions, filing specifics, and smart savings strategies to enhance financial well-being and plan for a tax-efficient retirement.
Book Your Free Session →Protection & Liability
Explore the intricate connections between personal and business protection plans, and learn about the differences. Explore life insurance, disability coverage, property, casualty, and malpractice insurance understand their significance for you and your family.
Book Your Free Session →Retirement Planning for Physicians
Learn how to set up a long-term income plan that suits your future goals. We'll guide you through the ins and outs of retirement savings, including 401(k), 403(b), IRA, and Roth IRA plans as well as trends in retirement planning.
Book Your Free Session →What is planned for you in 2024
Our goal is to help you finish 2023 strong and set you up for a great 2024 with improved strategies.
For medical professionals, staying ahead has never been more critical. From intricate tax laws to the remote work revolution and artificial intelligence, the landscape is shifting fast. That is why we planned seminars to help you not only navigate these issues but also crush tax season with confidence.
Why Opt for Prime's Financial Education Seminars?
Collaborating with institutions like Yale, Hartford Healthcare, UCONN Health, NYU Langone, and Mount Sinai, PRIME Financial Services brings over 65 years of experience to support your financial well-being. Our focus is on creating tailored financial wellness programs specifically designed for healthcare providers.
Our promise is simple: no sales pitches, just the information you need to enhance your financial knowledge. These seminars are completely free – our way of empowering you.
Let PRIME Financial Services be your partner in achieving financial empowerment.
This is what attendees are saying about one of our recently held seminars
All the instructors are very knowledgeable in their subjects. They know their stuff.
It is an outstanding, effective and relevant tax update seminar.
Excellent seminar, instructors, course content.
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Meet Our Expert Team
Bought up in Long Island, Howard graduated from Grahm College as an Accounting and Finance Major. He now lives in Connecticut with his wife, children, and Bella - a chihuahua.
Being an admirer of his father, Howard feels great satisfaction and motivation in helping people with their finances. Eventually, he joined PRIME and became its founding member in 1976.
With over 47 years of experience working in the finance industry, Howard does charity work for organizations Connecticut Humane Society, Red Cross, Food Shelters, Wilton Ambulance Group, as well and other religious organizations. He believes and preaches that one should treat everyone right and fairly.
Howard Wein
Partner
Growing up in Levittown, Long Island - Larry graduated from the University of Albany in 1979 in Economics and English.
He currently lives in Wilton, CT with his wife, 3 daughters and their dog - Walter. Larry started his career in the business with PRIME back in 1980. He likes helping people and making sure they’re alright financially. He treats his clients like his friends, being with them in their good and bad times.
In Larry’s free time, you can find him photographing, fishing, boating, or watching movies. He believes that one should do what makes them happy in life.
Larry Bernstein
Partner
Born in Wilton CT, and a father of 4 children, Jason, a graduate of the Pennsylvania State University, has always been a passionate fan of sports, cheering on Penn State sports and the New York Mets.
On most weekends you can find him coaching baseball, or cheering on his kids at their various sporting events.
Jason is the third-generation of PRIME wealth advisors. He started working in the field after his grandfather founded the company, and has always loved the idea of helping people create their future financial life. His expertise includes tax mitigation, financial/goal planning, as well as a full range of financial concierge services for physicians.
In Jason’s words -
“Our clients are like family, and we value the personal nature of our business relationship with them. Each plan that we build together is personalized and monitored to match their overall dreams and designs.”
Jason Wein
Managing Director
Born and raised in Grand Forks, ND - Alex Kreis graduated from Jamestown College with a Bachelor's Degree in Business Administration with Financial Planning & Marketing.
With a professional and successful baseball background, Alex decided to use his passion and competitiveness to help clients achieve financial success. His motto for his clients is simple: “If you fail to plan, you plan to fail.”
Along with being a sports and big country music fan, you’ll often find Alex outdoors in his spare time - playing golf or spending time with his yellow lab Ace.
Alex Kreis
Business Operations Manager
Growing up in Enfield, CT - Maureen earned her MBA from the University of Connecticut.
She is dedicated to helping people manage their finances so that they can eliminate stress and anxiety, develop peace of mind and financial freedom in their lives.
Maureen loves to travel, go to the beach, read and watch football, rugby and hockey. She enjoys gardening and hiking with her two sons and their dog.
In her words -
“Being in the dark on your finances will fuel stress and anxiety. My best advice is to find an advisor that you trust and feel comfortable with, one that will explain things in a way that you understand and answer any questions you may have.”
Maureen Decker
Partner
Growing up in Stamford, Darby completed her BS in Education from the University of Connecticut.
With over 20 years of working with financial advisors as a Business Operations Manager, she also works part-time at the Palace Theatre in Stamford, alongside supporting the Bridgeport Rescue Mission for the homeless and addicted.
As a financial advisor for PRIME Financial Services, Darby finds the role quite rewarding as she’s constantly learning new things. And because of her habit of being detail-oriented, Darby feels that the role fits her perfectly.
Darby Burke
Business Operations Manager
Note : Alex Kreis and Corey House are registered representatives and cannot offer investment advisory services.
Meet Our Expert Team
Howard Wein
Partner
Jason Wein
Managing Partner
Larry Bernstein
Partner
Alex Kreis
Managing Director
Maureen Decker
Managing Director