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Event Registration

  
Symposium on Retirement Planning
Additional Information
For more information about this event - Symposium on Retirement Planning

Developed for physicians who are beginning to plan for retirement, are in the process of retiring or have recently retired, this inclusive program will provide the tools and resources needed to make a smooth transition into retirement. Speakers will share their expertise and provide practical information designed to help physicians navigate through the personal, professional, and fi nancial aspects of retirement. The program will include presentations on the following topics: Estate Planning - Curtis J. DeRoo, JD, Kerr, Russell and Weber, PLC; Step-by-Step Guide to Closing Your Practice - Fred Jirous, Principal, Medical Advantage Group; Legal Implications of Practicing After Retirement, Daniel J. Schulte, JD, Kerr, Russell and Weber, PLC; Continuing Insurance Benefi ts into Retirement - Robert Lieber, MSMS Physicians Insurance Agency; Key Financial Steps in Building a Secure Retirement - Nathan Mersereau, CFP, AAMS, Oakland Wealth Management and MSMS Wealth Management Program.
 

Fees:   $125.00 for MSMS & MMGMA members; $175.00 for non-members


Available Course Dates

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   Date Program Location Site Codes
10/20/201005:30 PM-09:00 PMTroySomerset InnRS102010


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