MD Financial Management

About this session

Dr. Amy will focus on the emotional side of women's relationships with money, especially what we can learn from re-examining our past experiences and all they taught us, both good and bad. She'll offer information, motivation and resources to help you to become more self-assured and take control of your financial life, both today and in the future.

Her approach:
• inspires you to be more proactive and involved in your and your family’s finances
• offers insights into your past relationship with money
• provides mothers with an opportunity to engage daughters and granddaughters in their own financial futures
• helps you to have more open discussions on money matters with your MD Advisor*

About Dr. Amy D’Aprix

Dr. Amy D’Aprix is an internationally respected specialist on lifestyle issues relating to caregiving, retirement, aging and family dynamics. With MD Financial Management she helps clients, and their advisors, navigate these matters to help ensure the success of their overall life goals and financial plans.

“Dr. Amy,” as she is affectionately known, uses her social work and gerontological background to give practical advice through workshops on topics such as Life Planning in Retirement, Essential Conversations in Estate Planning, Women, Wealth and Wisdom, Caring for Ourselves while Caring for Others, and Empowering You Through Life Transitions.

She has authored the book From Surviving to Thriving: Transforming Your Caregiving Journey, and co-recorded a CD with an accompanying workbook: Building the Bonds of Friendship in Midlife and Beyond. She is also the creator of the Life Memories Journal and Caring Cards. Dr. Amy is a frequent guest on podcasts, radio and TV shows and has written numerous articles for print and online publications.

Dr. Amy sits on the Board of Directors for the International Federation on Ageing. She holds an MSW, PhD. and the designation of Certified Professional Consultant on Aging (CPCA). She recently received a Professional Achievement award from her alma mater, Case Western University.

Menu options

Salmon
Panko-crusted marinated salmon fillet with red onion compote. Served with duchess potatoes and seasonal vegetables sautéed in olive oil and fresh herbs.

Chicken
Seasoned roasted boneless chicken breast topped with house-made wild mushrooms demi-glace. Served with garlic mashed potatoes and seasonal vegetables sautéed in olive oil and fresh herbs.

Vegetarian
Grilled vegetables wrapped in phyllo pastry, served with house-made tomato sauce. Served with oven-roasted potatoes and seasonal vegetables sautéed in olive oil and fresh herbs.

How often do you rebalance my portfolio?

Your account will be invested in an MD Precision Portfolio or the MD Money Fund. MD Precision Portfolios are made up of underlying funds and feature a regularly rebalanced structure that keeps your portfolio’s asset allocation on track and helps you achieve your financial goals. The MD Money Fund is not made up of underlying funds and, therefore, does not need to be rebalanced.

How is my data kept safe?

Maintaining your confidentiality and protecting your personal information are fundamental to the way we do business with you. Our privacy policies detail how our financial services and practice management business groups collect, use and disclose your personal information. Where applicable, privacy statements have been developed to provide you with details about our information-handling practices for the specific products and services that you use. These policies and statements are available from the MD ExO Direct advisory team and on our website. The privacy policies and statements are designed to provide a cohesive framework to guide MD Financial Management’s information-handling practices.

How often do you rebalance my portfolio?

Your account will be invested in an MD Precision Portfolio or the MD Money Fund. MD Precision Portfolios are made up of underlying funds and feature a regularly rebalanced structure that keeps your portfolio’s asset allocation on track and helps you achieve your financial goals. The MD Money Fund is not made up of underlying funds and, therefore, does not need to be rebalanced.

How often do you rebalance my portfolio?

Your account will be invested in an MD Precision Portfolio or the MD Money Fund. MD Precision Portfolios are made up of underlying funds and feature a regularly rebalanced structure that keeps your portfolio’s asset allocation on track and helps you achieve your financial goals. The MD Money Fund is not made up of underlying funds and, therefore, does not need to be rebalanced.

What if I can’t hear my Advisor or they can’t hear me when I join the meeting?