TMFD Academy: Insurance with Sanjiv Tidke
Learning Objectives:
• Get an overview of various personal insurance options
• Learn about their significance at various stages of life
THIS WEBINAR QUALIFIES FOR 1.5 CATEGORY 3 CE CREDITS & ALL ATTENDEES WILL RECEIVE OUR FREE BOOK: "THE FINANCIALLY INDEPENDENT DENTIST!"
ABOUT SANJIV TIDKE
SANJIV TIDKE
Sanjiv joined the TMFD team in 2022 after being TMFD’s key insurance support team member at Assante Wealth Management for over 10 years. He works to mitigate risk, protect assets, and provide tax deferral strategies and solutions that allow a smooth transition of estate or business assets to the beneficiaries or surviving partners. He provides in-depth information on various insurance products and services that complement the overall wealth management for our clients. He has worked in the insurance industry for over 12 years and worked on thousands of insurance cases to mitigate risks of the unexpected. His experience in the field of insurance, product engineering and product management allows him to customize comprehensive insurance solutions for our clients.
*Attendees must stay for the full duration of the webinar to receive these credits
**All Tax and Accounting services provided by TMFD Professional Corporation, Chartered Professional Accountants
Name of Provider: TMFD Financial
Locally Approved PACE Program
Provider for FAGD/MAGD Credit.
Approval does not imply acceptance by any regulatory authority for AGD endorsement.
(09/01/2022 to 08/31/2023)
Provider ID # 409385