Protect your future

Investment Strategies for Medical Professionals

Hosted by North Star Resource Group Medical Division

As a medical professional, your risks, time horizons,

and taxation will set your needs apart from others.

North Stars process provides you with a realistic
assessment and recommendations in these key
areas. Join us and learn more about how we can help
you increase your investment opportunities and
protect your future.

Specific discussion areas will include:

n Debt Management
n Risk Management
n Retirement Strategies
n Investment 101

The information presented in this seminar should not be considered tax or legal advice. You should consult your tax and/or legal advisor regarding your own situation.

Join Us

Wednesday, December 10, 2014

Dinner will be served.

You are welcome to invite a guest.

TIME
7:00 p.m.

LOCATION
Cantina Laredo
7361 E Frank Lloyd Wright Blvd,
Scottsdale, AZ

Please RSVP to Victoria Nuciforo at Victoria.Nuciforo@northstarfinancial.com or 602-801-2014.

Please RSVP as soon as possible as seating is limited.

About the Speakers

Stephanie Tsang
Associate Partner*
AZ Lic. #0F44403

McKenna Stephens, CFP,

CLTC, Financial Advisor
AZ Lic. #0F83933

Stephanie Tsang specializes in helping medical professionals overcome the

financial challenges unique to their chosen career. With over seven years of experience
in the field and an accounting background, Stephanie provides different strategies to
protect families and accumulate tax-efficient wealth. She has also been distinguished
in the top 1% of financial advisors worldwide by the Million Dollar Round Table, The
Premier Association of Financial Professionals.
McKenna Stephens has spoken throughout the western U.S. and has a decade
of experience working in the financial industry. Her goal is to help people understand,
protect and maximize their investment and insurance strategies in an effort to secure
their and their families financial futures. She strives to achieve this by helping her
clients make informed financial decisions that are aligned with their current needs
and future aspirations.

North Star Resource Group 4645 N 32nd Street Suite 200 Phoenix, AZ 85018 phone 602.224.5366 fax 602.224.9044 www.northstarfinancial.com
*North Star Consultants, Inc. Insurance Products and Services | CRI Securities, LLC Securities and Investments | Securian Financial Services, Inc. Variable Products and Securities
Stephanie and McKenna are Registered Representatives and Investment Advisor Representatives of CRI Securities, LLC and Securian Financial Services, Inc. North Star Resource Group offers securities and
investment advisory services through Securian Financial Services, Inc. and CRI Securities, LLC, Members FINRA/SIPC. CRI Securities, LLC is affiliated with Securian Financial Services, Inc. and North Star Resource
Group. North Star Resource Group is not affiliated with Securian Financial Services, Inc. North Star Resource Group is independently owned and operated.
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