Physician's Comprehensive Wealth Management: Strategies for Tax Efficiency, Estate Security, and Financial Health


Join our 4-part webinar series presented by our panel of financial experts designed to equip physicians like you with essential strategies for financial success. 


Part 1: As tax laws continue to evolve, it's essential to understand the upcoming shifts and their potential impact on your financial well-being.

Part 2: Elevate your financial strategy with our exclusive webinar. Tailored specifically for physicians, this webinar will provide key strategies to help you manage and grow your wealth through protection, liquidity, and diversification.

Part 3: Designed specifically for physicians, this webinar will provide crucial insights and strategies to protect your assets and ensure peace of mind for you and your loved ones in the event of disability or death.

Part 4: This session offers actionable strategies for financial planning, risk management, and wealth building. Gain insights on overcoming financial challenges, protecting assets, and achieving long-term growth.


CLICK THE LINKS BELOW TO JOIN OUR WEBINARS


 If you are unable to attend on the scheduled dates, please register to receive the recording via email.


Why Attend?

  • Gain insights from leading experts with specialized knowledge tailored for physicians.
  • Learn proactive tax planning strategies to secure your financial future.
  • Stay informed about critical tax law changes and their effects on your finances.
  • Understand the importance and benefits of comprehensive estate and asset protection planning.
  • Discover how to diversify your investments to maximize growth and minimize risk.
  • Learn practical strategies for protecting your income and ensuring liquidity.
  • Equip yourself with the knowledge to make informed decisions about your financial future.

October 29, 2024, 4pm CST (US and Canada) on Zoom

November 5, 2024, @ 4pm CST (US and Canada) on Zoom

David Auer

CPA, MS, PFS, CGMA, JD, LLM

Todd Hudgins

JD, CPA, LL.M.

Bill Bennett

Financial Architecture

Craig Clemons

Principal/Owner Reinsurance Specialties

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