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Retirement Planning for Established Physicians
Retirement Planning For Established Physicians
A two- part series, 6:30-9:00pm , March 16 & 23

Seminar materials will be sent to the address in your registration.

Course Outline Session 1
• 6:30 – 6:45 – Course Introduction
• 6:45 – 7:00 - Life Planning for Retirement and Lifestyle Planning.
• 7:00 - 7:30 - Estate planning. We will cover Wills and Trusts.
• 7:30 – 8:00 - Tax Planning for Retirement. We will cover tax savings strategies.
• 8:00 – 8:30 - Planning for Retirement Income Needs and Expense Planning. We will cover the variables involved in building a Retirement Strategy.
• 8:30 – 9:00 Retirement Roadblocks and Common Mistakes. We will cover how to avoid making common mistakes when approaching retirement.


Course Outline Session 2
• 6:30 – 7:00 - Retirement Income Sources. We will cover Social Security, IRAs, and Retirement Plans.
• 6:30 – 7:00 Retirement Plan Distributions. We will discuss RMDs, rollovers, and pension distributions.
• 7:00 – 7:45 Investments. We will discuss stocks, bonds, ETFs, and Managed Portfolios. We will also discuss portfolio diversification strategies.
• 7:45 – 8:15 Risk Management. We will discuss Long Term Care, Life Insurance, and Disability.
• 8:15 – 8:45 Closing Remarks and Time for questions

We encourage your significant other to attend the webinar with you.
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Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Elke Lubin.