Saving and Investing 2.0 for Nurses

Event Overview: Saving and Investing Strategies for Nurses Empowering healthcare professionals with practical financial tools

Nurses work long hours, care deeply for others, and often put their own financial planning on the back burner. This workshop is designed to help nurses take control of their money with straightforward, actionable guidance tailored to their unique financial challenges and goals.

What You'll Learn:

• Where to Save: Understanding the best types of accounts—401(k), Roth IRA, brokerage, HSAs, and more
• How to Invest: The difference between stable and variable assets, and how to balance risk
• Tax Strategies: Pre-tax, after-tax, and tax-free approaches nurses can use to maximize take-home income in retirement
• Diversification: How to allocate investments wisely and avoid overexposure
• Your Financial EKG: A framework for planning and adjusting based on life and career stages

Why It Matters:Many nurses face fragmented retirement accounts, limited access to advisors who understand shift work, and uncertainty about how much is “enough.” This seminar addresses those gaps—without product pitches or pressure.

Who Should Attend:

• Nurses at any stage of their career
• Those curious about how to make the most of their retirement options
• Anyone wanting more clarity and control over their money

Format:

• 60 minute interactive seminar
• Q&A session at the end

Presented By:The Legacy Financial Group— a locally based, company offering unbiased, financial education and guidance.

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