Webinar Recording: Challenges for Medical Doctors in Today’s Financial Landscape

Doctors are experts in the field of medicine, but financial questions may leave them frustrated. Most financial advice doesn’t cater to the needs of physicians. This webinar addresses three crucial […]
Webinar Recording: Money Mistakes Doctors Make in Retirement Planning

Many doctors think selling their practice can fund their retirement. In reality, a practice doesn’t have the same value without the same name on the door. Physicians need to save […]
Webinar Recording: Fortifying Against Potential Litigation and Creditors

In the United States, frivolous lawsuits are filed every year, and defendants can’t always be certain the truth will prevail. Many, especially in high-risk professions, choose to protect their assets […]
Webinar Recording: Charitable Giving from Retirement Accounts

When charitable giving is a way of life, it doesn’t stop in retirement. There are countless ways to support worthy causes while also keeping your finances in good order. This […]
Webinar Recording: Women’s Guide to Divorce

Divorce is a major financial and personal event, and it can be particularly difficult for women. Having a clear plan can help things go much more smoothly. This webinar, our […]
Webinar Recording: Investing in Syndicated Multifamily Properties for Physicians

Investing in multifamily or multiunit real estate can be a powerful way to earn passive income. This webinar will address what to expect when you invest in syndication, including working […]