Financial Pearls for the Eye Care Professional 2022

Aug 23, 2022

In this episode, Jose O. Segura, wealth management advisor and certified business exit planner, discusses establishing objectives within financial planning and organization, how to diversify your portfolio in ever-changing markets and more.

• Intro :38
• Welcome to another episode of Eye Care insider :52
• About Jose Segura 1:03
• For people that are listening for the first time, do you mind giving a brief of your background? 1:32
• What are, in your opinion, some best practices in regard to financial planning? 2:58
• Process for financial organization and seeking out advisors. 10:09
• Can you talk about the importance of portfolio diversification? 12:07
• Importance of maintaining your overall focus on financial planning and strategies when markets are effected. 16:56
• Could you give us one pearl for our listeners, or one key economic update that you think would be really important to the current economic situation right now? 18:49
• Thank you Jose 23:09
• Any final words to our listeners? 23:11
• Outro 23:35

 

Jose O. Segura, is a wealth management advisor and certified business exit planner.

We’d love to hear from you! Send your comments/questions to Dr. Mali at [e-mail]. Follow us on Twitter @Healio_OSN. For more information about Segura, visit www.joseosegura.com, reach him by email at [e-mail], or call 518-867-3210 x104.

Disclosures: Mali reports he is founder and CEO of Mali Enterprises; retina medical director at Macular Degeneration Association; grant/research support from Alimera Sciences, Allergan/AbbVie, Chengdu Kanghong Biotechnology, Genentech, Notal Vision, Regeneron and Santen; consulting for Alimera Sciences, Allergan/AbbVie, Eyepoint Pharmaceuticals, Genentech, Kala Pharmaceuticals, Macular Degeneration Association, Notal Vision, Novartis, Regeneron and Sun Pharmaceuticals; speaker bureau for Alimera Sciences, Genentech, Kala Pharmaceuticals, Macular Degeneration Association, Notal Vision, Novartis and Sun Pharmaceuticals; and stock/shareholder with AbbVie and Regeneron. Segura reports he is a registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 355 Lexington Avenue, 9 Fl., New York, NY 10017, 212-541-8800.