Physicians Private Client Group

CONNECT

Address:

600 West Germantown Pike, Suite 400
Plymouth Meeting, PA 19462-1046

Phone:

610.940.1733

Fax/Other:

610.825.7579

Educational Workshops and Webinars

Introduction to "Your - eWealth Tool "

20 Minute Webinar will introduce new and prospective clients to the features,benefits, capabilites and advantages of PPCG's - eWealth Tool.

Webinar is geared to new and existing clients, 401(k) participants, Physicians, Dentists and Medical Professionals from early career through retirement.  This brief session will provide general overview of navigation, tools, and reporting capabilites of this tremendous organizational and time saving technology.

When: Monday, May 6, 2019 - 12 PM Noon and 7 PM Evening
Where: On-line Webinar using Go to Meetings. Webinars are conducted the first Monday of every month - sessions are limited. Call or email if you have any questions or request additional information.

Host: John Sklencar
Phone: 610-940-1733
Directions: Click on "Enroll Now" link above.
 

Introduction to "Your - eWealth Tool "

20 Minute Webinar will introduce new and prospective clients to the features,benefits, capabilites and advantages of PPCG's - eWealth Tool.

Webinar is geared to new and existing clients, 401(k) participants, Physicians, Dentists and Medical Professionals from early career through retirement.  This brief session will provide general overview of navigation, tools, and reporting capabilites of this tremendous organizational and time saving technology.

When: Monday, June 3, 2019 - 12 PM Noon and 7 PM Evening
Where: On-line Webinar using Go to Meetings. Webinars are conducted the first Monday of every month - sessions are limited. Call or email if you have any questions or request additional information.

Host: John Sklencar
Phone: 610-940-1733
Directions: Click on "Enroll Now" link above.
 

Quarterly Economic Update - Guide to the Markets

Quarterly Economic Update incuding Investment Perspectives –  Discussion based on JP Morgan's "Quarterly Guide to the Markets." Historical market data provided by Dr. David Kelly's Team, Chief Strategist JP Morgan.

This 60 minute webinar hosted by John Sklencar, President and Founder of Physicians Private Client Group.  Mr. Sklencar will highlight key charts, graphs and concepts from JP Morgan's most recent "Quarterly Guide to the Markets."  Guide includes in-depth statistics on U.S. and global economies, equity, fixed income and international markets.  It provides investors with unbiased factual data points to help them obtain clarity to current economic and market conditions.

Session will be limited to 45 to 60 minutes and will include generic educational information that is not product specific or sales related.  Materials presented will include 20 to 40 pages of various charts and graphs to illustrate specific concepts, historical perspectives and ideas. 

Enroll today for this workshop that can help you obtain clarity of the global economy and financial markets and put you on the path to achieving your financial, retirement and investment goals.

Click on above link to Enroll today!

When: Monday, August 12, 2019 - 12 Noon & 7 PM
Where: Webinar - On-line using Go To Meeting
Host: John Sklencar
Phone: 610-940-1733
Directions: Click link "Contact Us" should you have any questions or need assistance registering for event.
 

Quarterly Economic Update - Guide to the Markets

Quarterly Economic Update incuding Investment Perspectives –  Discussion based on JP Morgan's "Quarterly Guide to the Markets." Historical market data provided by Dr. David Kelly's Team, Chief Strategist JP Morgan.

This 60 minute webinar hosted by John Sklencar, President and Founder of Physicians Private Client Group.  Mr. Sklencar will highlight key charts, graphs and concepts from JP Morgan's most recent "Quarterly Guide to the Markets."  Guide includes in-depth statistics on U.S. and global economies, equity, fixed income and international markets.  It provides investors with unbiased factual data points to help them obtain clarity to current economic and market conditions.

Session will be limited to 45 to 60 minutes and will include generic educational information that is not product specific or sales related.  Materials presented will include 20 to 40 pages of various charts and graphs to illustrate specific concepts, historical perspectives and ideas. 

Enroll today for this workshop that can help you obtain clarity of the global economy and financial markets and put you on the path to achieving your financial, retirement and investment goals.

Click on above link to Enroll today!

When: Monday, October 7, 2019 - 12 Noon & 7 PM
Where: Webinar - On-line using Go To Meeting
Host: John Sklencar
Phone: 610-940-1733
Directions: Click link "Contact Us" should you have any questions or need assistance registering for event.
 

Lunch and Learn - Educational Workshop Topics

Topics for Educational Workshops include but are not limited to:

College Planning

Disabilty Insurance for Physicians, Dentists and Medical Professionals

Estate Planning Basics - Part 1

Advanced Estate Planning - Part 2

Financial Planning Basics

Investment Basics

Introduction to Annuities - Part 1

Planning for Long-Term Care

Retirement Basics

Retirement Income Planning for 2018

2018 Guide to Retirement

Retirement Savings Challenges for Women

Roth IRA Conversions

Social Security

Special Needs Planning

Variable Annuities - Part 2

Where 2 invest for the future?_American

Women and Money

Your Employer-Sponsored Retirement Plan

Eash session will be limited to 45 to 60 minutes and will include generic educational information that is not product specific or sales related.  Materials presented will include 20 to 40 power point pages with charts and graphs to illustrate specific concepts, historical perspectives and ideas.  Q & A will follow each session.  Each Topic or Presentation can be customized and offered as part of an overall Employee Education Program for your Hospital, Medical or Dental Practice including Specialty Societies and Associations. In addition, we provide 1/2 day and full day comprehensive workshops, i.e., The Complete Financial Management Workshop and Financial Strategies for Successful Retirement.

When: Tuesday, December 31, 2019 - 12 PM Noon
Where: TBD - On-line, On-site, Our Office
Host: John Sklencar
Phone: 610-940-1733
Directions: If you are a Medical Practice, Human Resources Director, a Medical Society Director or Retirement Plan Sponsor who would like to provide educational programs for your Physicians, Dentists, staff, employees and/or members, Click this link "Contact us today to discuss how we can assist you!" We can meet with you to tailor a program customized to your needs.
 

Quarterly Economic Update - Guide to the Markets

Quarterly Economic Update incuding Investment Perspectives –  Discussion based on JP Morgan's "Quarterly Guide to the Markets." Historical market data provided by Dr. David Kelly's Team, Chief Strategist JP Morgan.

This 60 minute webinar hosted by John Sklencar, President and Founder of Physicians Private Client Group.  Mr. Sklencar will highlight key charts, graphs and concepts from JP Morgan's most recent "Quarterly Guide to the Markets."  Guide includes in-depth statistics on U.S. and global economies, equity, fixed income and international markets.  It provides investors with unbiased factual data points to help them obtain clarity to current economic and market conditions.

Session will be limited to 45 to 60 minutes and will include generic educational information that is not product specific or sales related.  Materials presented will include 20 to 40 pages of various charts and graphs to illustrate specific concepts, historical perspectives and ideas. 

Enroll today for this workshop that can help you obtain clarity of the global economy and financial markets and put you on the path to achieving your financial, retirement and investment goals.

Click on above link to Enroll today!

When: Monday, January 6, 2020 - 12 Noon & 7 PM
Where: Webinar - On-line using Go To Meeting
Host: John Sklencar
Phone: 610-940-1733
Directions: Click link "Contact Us" should you have any questions or need assistance registering for event.
 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck