GAPI Financial Wellness Webinar Building and Managing Your Portfolio: Financial Planning from Residency through Retirement 

Tuesday, May 13th, 2025, from 8:30-9:30 PM Speaker: Sanjay Prasad, CFP  Executive Vice President; FORTIS LUX

Agenda: 8:15-8:30 PM Attendees join Zoom link

8:30 – Dr. Lalitha Medepalli, MD, FACC introduces  moderator – Dr. Neelagaru Narasimhulu  MD, FACC

 8:35 PM -9:15 PM – Financial seminar with Speaker: Sanjay Prasad, CFP 

1. Overview of the importance of fiduciary guidance in today’s economic environment.

2. Understanding Portfolio Management – Core principles of building and managing your portfolio with fiduciary best practices.
3. Top 3 Financial Priorities at Every Life Stage
• Early Career: Laying a strong foundation

• Midlife: Balancing growth and security
• Preparing for Retirement: Protecting assets and planning distributions
4. Navigating Market Volatility and Tariff Fluctuations – 

How to follow your financial protocol amidst day-to-day changes in tariffs and economic shifts
• Strategies to stay the course during uncertain times
• Practical tips for adjusting while maintaining long-term goals

5. Q&A Session

9:15-9:20 PM: Question to the panel from GAPI MSRF – Treasurer Surya Prakash Reddy Bussa, MD, PGY-2, Internal medicine, Wellstar Spalding regional hospital.

9:20-9:30 PM: Questions from the attendees

Click here to access the zoom link>>>>>