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Protect Your Assets: Tax and Estate Planning Strategies
Medical professionals have unique financial needs. Join wealth advisor Todd Peters, CFA, for a session that offers practical insights to build, protect and preserve your wealth. Gain actionable ideas for reducing taxes and explore estate planning strategies tailored to your specialized needs. Stay ahead of potential tax code changes and take control of your financial future.
As a physician or medical professional, you have unique needs when it comes to building wealth, protecting your assets and preserving your legacy.
This valuable presentation by wealth advisor Todd Peters, CFA, Partner at Adviser Investments, offers education, guidance and advice to help you achieve your goals. You will get actionable ideas on how to potentially reduce your taxes plus estate planning strategies that can help you safeguard your assets and legacy.
Learning Objectives
- Potential tax code changes that could have a significant impact on you.
- Advanced tax strategies to potentially reduce your burden.
- Estate planning strategies designed for your specialized needs.
Adviser Investments: Tax, legal and insurance information contained herein is general in nature and provided for informational purposes only. Always consult a professional regarding your specific situation. Our statements and opinions are subject to change without notice. All investments carry risk of loss and there is no guarantee that investment objectives will be achieved.
