Financial Strategy Presentations Available
It is also possible to tailor these presentations or combine topics depending on the concerns of the group or association. Workshop and Presentation History
Strategies for Residents
- Tackling Student Loans
- Student Loan Management during training (forbearance, hardship deferment, true deferment)
- Budgeting
- Disability Insurance and what to look for
- Life Insurance
- Roth IRAs
- Efficient Tax Investing*
- Cash flow concerns when buying a home
Financial Do’s and Don’ts for Residents
- Pros and cons of student loan consolidation
- What to look for in employer benefits
- Debt management
- Cash flow concerns when buying a home
- Tax Minimization*
- Investment Strategies
- Life and Disability Insurance
- The basics of asset protection*
The 5 Fundamentals of Successful Wealth Accumulation
- Employer Benefits
- Debt Management
- Asset Protection*
- Tax minimization*
- College funding for Children
- Transition strategies into practice
- Investment strategies
- Life and Disability Insurance
Financial Strategies for Owners of Dental and Medical Practices
- Qualified plan options such as 401(k), SEP, Simple and Profit Sharing Plans
- Business Planning
- Employee Benefits
- Asset Protection*
- Risk management
- Tax efficient wealth strategies*
*Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
