Creating a Personal Financial Wellness Plan

On December 6, 2022, the OAFP Foundation held the free webinar Creating a Personal Financial Wellness Plan.

Expert speaker Brandon Smith, CLU, ChFC, CFP, shared how to create a personal financial plan and ways to give back through charitable giving.

With over 18 years of experience as a certified financial planner, Brandon explained how to successfully pay off student loans via refinance and public service loan forgiveness, how a physician loan mortgage works, how to avoid taxes, how to get on track for retirement, and how to achieve financial independence.

If you’re looking for ways to create a game plan to pay off debt and track your future financial goals, view the archived webinar below!


If you have any questions about this program, please contact Deputy Executive Vice President Kaitlin McGuffie.