SVA Plumb Financial’s Nathan Cowen, AAMS® will present an educational seminar to the Marquette University School of Dentistry on February 7, 2019.
The presentation will discuss how to create a financial foundation. More specifically, the topics that will be covered include establishing a financial plan, balancing debt and savings, creating an investment plan, creating a risk management plan, and estate planning basics.
Nathan is a Wealth Manager with more than 24 years of experience in the financial services industry. He provides comprehensive financial planning and investment management to both individuals and businesses. In his role as a wealth manager, Nathan assists his clients in clearly defining their short and long-term goals and then personalizes a plan of action to achieve those goals.