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Year-End Tax Planning Workshop

Year-End Tax Planning Workshop

November 17 from 7:00-7:30 PM via Zoom.


You'll learn how to:

  • Review the key numbers on your last tax return
  • Identify how your future tax return(s) will be impacted by proposed tax law changes
  • Adjust your taxable income and deductions to control taxes

The workshop is provided to WI Medical Society members free of charge by WisMed Financial's Mark Ziety, CFP(R).

Not a Society member? Join or renew here. 


A replay will be provided to all registrants.


Bring your 2020 tax return and join us!

See the Replay
6 Keys to Retirement Success

6 Keys to Retirement Success

December 8 from 7:00-8:00 PM via Zoom.


You’ll learn about:

  • Timing 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

The event is provided to WI Medical Society members free of charge by WisMed Financial's Mark Ziety, CFP(R).

Not a Society member? Join or renew here. 


A replay will be provided to all registrants.

Register Here