Be insured by those who know you best: Building your financial knowledge
Sponsored Session
Room: 206 CD
Financial planning can help physicians make informed decisions about their financial future. This session provides an overview of financial planning fundamentals, including common financial account types, investment options and fee structures. Attendees will gain practical insights to help them better understand their choices and ask the right questions when evaluating financial strategies.
Speakers:
- Sabbir Mahmud, CHS, LLQP, Insurance Advisor, OMA Insurance
- Jason Cohen, LLQP, Insurance Advisor, OMA Insurance
Presenter Bio:
Sabbir Mahmud
Sabbir Mahmud has been an advisor in the financial & insurance industry for over 10 years with a successful track record at major financials institutions in Canada. His approach is client-centric and believes in providing the best client experience. He holds a Bachelor of Business Administration from Heriot Watt University, UK. and the Certified Health Insurance Specialist Designation.
Jason Cohen
Jason Cohen has over 24 years of experience in financial services, working as both an advisor and an advisor consultant.
He avidly believes in financial planning and understanding what’s most important to clients. He has an extensive investment background to go with his insurance experience.
Date
- Oct 02 2026
- Expired!
Time
- 1:40 pm - 2:10 pm
