Broker Check
6 Keys to Retirement Success

6 Keys to Retirement Success

Replay from Jan. 20, 2023


You’ll learn about:

  • Social Security benefits and how spousal benefits impact married physicians
  • Bridging the health insurance gap from early retirement to Medicare and Medicare choices
  • Generating income from investments
  • Identifying a long-term care plan with or without insurance
  • Considerations for your estate plan
  • Why physician taxes usually drop at retirement, increase later, and what to do about it

A replay will be provided to all registrants.

Replay Event
Resident Financial Blueprint

Resident Financial Blueprint

February 9 from 7:00-8:30 PM via Zoom.


Topics addressed:

  • Prioritize where to focus dollars first
  • Developing a budget / cash flow plan
  • Determine insurance needs like disability and term life
  • Legal documents like power of attorney and when to get a will
  • Debt strategies for consumer debt and student loans
  • Investing for retirement using employer and personal accounts

A replay will be provided to all registrants.

Register
Investing in Real Estate

Investing in Real Estate

March 17 from 12:00-12:45 PM via Zoom.


You’ll learn about:

  • Benefits of real estate in a portfolio
  • Publicly and privately traded REITs
  • Crowdfunding
  • Rental property, 2nd homes, and flips
  • Paying off your own home
  • Plus, hear from special guest, Investors Associated LLP and their portfolio of real estate

A replay will be provided to all registrants.

Register

Not a Society Member?

All events are provided to WI Medical Society members free of charge by WisMed Financial's Mark Ziety, CFP®.

Join or Renew here