Chalk Talk: When Health Meets Wealth: Planning for a Longer, Stronger Life
“Real Money Questions. Expert Answers”
When:
November 18th 2025
3:00 pm Eastern; 12:00 pm Pacific
~45 minutes & Q/A included
How: Zoom Meeting
Recorded and able to retrieve for one week
Cost: Free to ongoing clients; $10 per session for guests
When Health Meets Wealth:
Planning for a Longer, Stronger Life
(For anyone curious about the sweeping tax changes and how they may impact your family)
Hosted by: Anna Sergunina, CFP®
Guest commentator: Dr. Pamela E Wilson
What if your health plan and financial plan worked together?
What if your financial plan and your health plan worked together?
Join Anna Sergunina, CFP®, and Dr. Pam Wilson, physician and founder of the F.I.R.S.T. Method™, for a special Chalk Talk on the intersection of longevity medicine and financial readiness.
You’ll learn how to reset your habits, energy, and mindset—so you can live longer, feel better, and enjoy your retirement years with confidence. Together, Anna and Dr. Pam will show how aligning your health and money decisions can help you build a longer, stronger, and more fulfilling life.
Dr. Pam Wilson is a physician with over 30 years of experience helping people restore energy, rebuild health, and move with strength and purpose. She created the F.I.R.S.T. Method™ and is the author of the upcoming book Think. Fuel. Move. — a proven framework for transforming mindset, metabolism, and movement for lasting health.
Some of the topics we’ll discuss:
- How Health Impacts Financial Independence
- Longevity Planning: Living Well, Not Just Longer
- Habits That Pay Dividends — in Health and Money
- Creating a Holistic Health Plan for Your Future
