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Practice Management Clinics

Thursday, September 15, 2011
1:00PM - 4:00PM

Location

(C) 113C

P710

Financial Strategies for an Evolving Economy#

Jeffrey E Wherry, CFP, CLU, ChFC
Managing Director, T&H Financial Group
Treloar & Heisel, Inc
New Castle, PA

Kenneth Thomalla, CPA, CFP, CLU
COO
Treloar & Heisel, Inc
Orland Park, IL

Synopsis

Economic uncertainty has fostered urgency to address financial and investment planning. New strategies have been developed and old ones rediscovered. This session will address the strategies specific for oral surgeons in creating a sound financial position.

Learning Objectives

At the conclusion of this presentation, participants should be able to:

  1. Evaluate ideas to manage income, control spending, create a cash cushion, pay off debt, minimize taxes and create systematic savings for retirement and education goals.
  2. Determine how much money might be required for retirement and education and strategies to fund these needs. Review types of retirement plans and contrast 529 plans and prepaid tuition options;
  3. Examine critiques and defense of asset allocation and review how integrating alternative investment strategies in a portfolio might help provide more defensive protection; and
  4. Understand the risks you face, types of insurance policies, how to determine amounts of coverage, recent changes in the market as well as often ignored coverage but important coverage. Discuss estate planning and asset protection strategies including wills and types of trusts, minimization of estate taxes and transfer costs and gifting strategies to enhance legacy.

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