Mid-Career Physicians

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This webinar is tailored to meet the needs of Physicians Established in Practice or Changing Employment. Learn how to:

• Understand your employee benefits
• Safeguard your income for yourself and your family
• Protect your family by using wills and trusts
• Invest before-tax and after-tax funds
• Organize your finances using technology so you can make informed financial decisions.

Presented in partnership with the Vermont Medical Society. This webinar is open to all physicians.

Physicians have a disadvantage when it comes to financial planning due to their delayed entry into the workforce. We help with addressing the common questions, such as:

• How much should I be saving?
• What are the most efficient vehicles to direct my savings?
• What is the proper allocation for my investments?
• Are my employer benefits and current insurance adequate?
• Do I need a will and trust?
• Should I consolidate prior employer retirement plans?
• What about tax planning for my savings and retirement?