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Practice Management Clinics

Saturday, September 17, 2011
1:00PM - 4:00PM

Location

(C) 109A-B

P906

Accumulating, Protecting and Preserving: Financial Strategies for Today’s Physician#

Ronald J. Paprocki, JD, CFP®, CHBC
Chief Executive Officer, Financial Institutional
MEDIQUS Asset Advisors, Inc.
Chicago, IL

Synopsis

Physicians feel that there is a lack of formal preparation regarding financial decision making. Physicians have also expressed various long term financial goals, yet the nature of these goals varies by the stage in their career.

Learning Objectives

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

  1. Explain the five steps for the effective management of investment assets given today’s economic conditions;
  2. Identify asset protection techniques for lawsuit protection and for asset preservation strategies for estate planning goals; and
  3. Utilize case studies to illustrate the power of appropriate planning.

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