Broker Check

Mid-Career Physicians

Upcoming Webinars:

Physicians Established in Practice or Changing Employment

Click Registration Link Below For Complete List of Dates and Times

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.

Click to Register

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?