Wealth Management: Clarity from Chaos
Webinar
Physicians spend a lot of time preparing for the demands and responsibilities of their profession. However, little time is available to prepare for the financial aspects of their lives. We will explore a formula designed to address each of the primary areas of wealth management. But having such a tool, physicians are in a better position to navigate the sometimes chaotic environment of the financial world.
Financial management relates to appropriate investment strategies as well as planning for and projecting various outcomes which answer questions such as “What will me retirement look like? How can I afford to educate my children? What happens if I am not longer able to practice medicine as a result of illness or injury? How should my assets be distributed when I die? How can I most efficiently make charitable donations to the organizations that are important to me?
Assembling a team to address these issues can also be an important step in bring clarity to chaos. Tax, legal, insurance and investment professionals can all play a role in an effective plan.
Learning Objectives:
Participants will learn a formula to guide their wealth management process.
Participants will learn a process to apply in their investment planning.
Participants will be able to identify personal financial benchmarks to apply to their financial planning activities.
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