Presentation Slides
Attending:
February 29, 2024 Are my investments on track for retirement?
March 21, 2024
- Saving For and On College Costs
- Health Insurance to Medicare
- Mary Krueger, Insurance Advisor Medicare Coverage
April 18, 2024
- Attorney Brenda Schlais Estate Planning for Physicians
- Lisa Koerner, Insurance Advisor, life, disability, and long-term care slides and life insurance calculator
Fellows:
December 14, 2023 Student Loans
January 18, 2024 Financial What and When plus Investing
February 15, 2024
- Dr. Lara Slayer Prescribing Creativity Playbook
- Shawna Bertalot, CIC, ACI Medical Professional Liability Insurance 101
- Lisa Koerner, Insurance Advisor Disability Insurance and Life Insurance
March 14, 2024
- Attorney Angela Rust, Employment Contracts
- Mark Grapentine, WI Medical Society advocacy
- Elizabeth Ringle, WI Medical Society Foundation
- Jim Lorence, WI Medical Society Member Benefits