“Conversations Your Banker Should Be Having with You.”
Conversations with your banker are crucial for building trust, establishing a holistic view of your financial health, and receiving personalized guidance for achieving your financial goals. If you don’t have a relationship with your banker, you may miss the opportunity to improve your financial health. Just like visits with your doctor, visits with your banker can help keep your finances in good shape.
About Donna Lopez
With over 40 yrs experience in banking Donna is committed to working with medical professionals. Helping them Buy, Sell, Grow, and Manage their practices. This experience coupled with her education provides a unique perspective on the challenges and dynamics of the healthcare industry, which adds value to her clients & prospects relationships.
The CE Innovators webinar series consists of six webinars presented on the last Tuesday of January, March, May, July, September, & November. The series includes clinical and management topics. The webinars will be presented live and will be available to registrants by on-demand recordings for 30 days following. All-access passes are available at a significant discount but individual webinars will be available to NMDA members for $35.
The CE Innovators webinar series consists of six webinars presented on the last Tuesday of January, March, May, July, September, & November. The series includes clinical and management topics. The webinars will be presented live and will be available to registrants by on-demand recordings for 30 days following. All-access passes are available at a significant discount but individual webinars will be available to NMDA members for $35.