SERVICES WE OFFER
Speaking Engagements
Need a speaker for your next event, conference, or webinar? Book a knowledgeable speaker to share their expertise and help guide doctors to proven personal and practice financial strategies with a goal of accelerating the timeframe to achieve financial freedom.
Achieving Financial Freedom
Be among the elite 5% of doctors who can comfortably retire before 65. Learn innovative financial strategies to grow your wealth, achieve financial freedom, and alleviate financial stress. This unique course offers unparalleled insights, drawing from over a decade of experience working with doctors in the dental industry. Upon completion, you will gain the expertise to:
- Learn creative ways to minimize tax liabilities.
- Apply strategies to maximize practice profits.
- Master the art of generating income exempt from taxes.
- Adopt strategies to maximize tax-deductible retirement savings.
- Determine how much is needed to become financially free.
- Uncover effective methods for saving more for retirement and reducing debt.
- Learn how to plan for your children’s education in the most tax efficient manner.
Doctors Approaching Retirement
In the final stages of a doctor’s career, they encounter an abundance of critical financial decisions unlike any other time in their professional journey. These choices are pivotal to their financial future, yet many doctors lack the time and specialized financial knowledge to navigate retirement planning effectively, ultimately leading to decisions that cost them hundreds of thousands of dollars. This course is designed to equip doctors with advanced strategies for building a plan for a prosperous retirement. Upon completion, you will gain the expertise to:
- Accurately assess if you can afford to retire and when to transition your practice.
- Implement tax-reduction strategies when selling your practice.
- Strategically time Social Security to maximum benefits.
- Learn about tax efficient withdrawal strategies in retirement.
- Employ effective techniques for converting assets from IRAs to Roth IRAs.
Additional Great Topics:
- Top Tax, Financial Planning, and Investment Strategies
- Increase Profits and the Value of your Practice
- Build Wealth and Become Financially Free
- Tips on Becoming Financially Free