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.