Practice Management Clinics
Thursday, October 15, 2009
1:00PM - 5:00PM
P709
Common Sense Wealth
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Kenneth Thomalla, CPA, CLU, CFP
COO
Treloar & Heisel, Inc.
Orland Park, IL
Jeffrey E. Wherry, CFP, CLU
Managing Director
Treloar & Heisel, Inc.
New Castle, PA, USA
Synopsis
Oral and maxillofacial surgeons can develop seven figure incomes. However planning efforts are too often fragmented and focused on current financial "fads" instead of fundamental principles. This clinic presents six core, proven strategies for creating and preserving long-term wealth.
Learning Objectives
At the conclusion of this presentation, participants should be able to:
- Use proper planning to create a systematic cash flow and debt management plan to control spending and create savings for investment;
- Review the need, provisions, tax implications and current trends of personal and business insurance;
- Learn the predominate factors in investment success and how to find common mistakes;
- Select the right retirement and education plans and other tax saving tips;
- Overcome the challenges to creating sustainable retirement income; and
- Utilize the appropriate wills, trusts and other estate planning tools to minimize taxes and protect assets today and in the future.
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