You’re invited to a complimentary financial wellness workshop for physicians
estate planning and transfer strategies
a complimentary physician-focused financial wellness workshop
Are you protecting yourself?
This workshop will discuss protecting your assets from unnecessary loss, taxation, and estate transfer/inheritance. We discuss the benefits of proper estate planning and the strategies regarding Wills, Trusts, Insurance Strategies and more. Today’s higher earning households are more susceptible to changes in the current tax code more ever before. Be a part of this time of learning experience.
Thursday, September 23rd
5:00 pM - 6:30 PM (CST)
ZOOM INTERACTIVE WORKSHOP
Workshop details
90 Minutes of Financial Education
No Sales Allowed!
Estate Planning Projections: Valuations, Tax Concerns, Estate Growth
Retirement Accounts: Deferring taxes today is kicking the can down the road. Future tax issues and how to minimize.
Mitigation Strategies
An Industry Update - Washington and Industry News
Next Steps to Update Your Plan
Thursday, September 23rd 5:00 PM - 6:30 PM (CST)
Gary A. Erickson
Todd Oldham, M.D., CFP
Our Speakers
With vast experience and numerous published articles, Gary and Todd have been active voices in the industry for years.
At this event, they will share the latest trends and investment strategies to make your retirement understandable and on track.
Money Management Educators exists to provide personal and family security through financial education. We are committed to being the premier resource for objective information and innovative ideas for financial wellness.