Events

Finishing Strong: An Evening at Ely’s

Join us at Ely’s Steakhouse for an intimate evening of bourbon tasting, dinner, and meaningful conversation. Finishing Strong: Exiting the White Coat is designed for physicians at any stage, offering a relaxed setting to reflect, connect, and think ahead about what’s next. With limited seating, this experience is intentionally personal, thoughtful, and just the right mix of insight and enjoyment.

Swing Into Spring: Mix & Mingle at Topgolf

Join us for a casual, come-and-go evening at Topgolf Ridgeland, hosted by Journey Wealth and Mississippi State Medical Association. Food will be provided. No presentations, just time to connect and unwind.

Client Appreciation Dinner

You are invited to our Client Appreciation Dinner on Tuesday, February 10, 2026 at 6:00 PM at Table 100 in Flowood. This evening is our way of saying thank you for the trust you place in us and for allowing us to be part of your financial journey. Friends and family are welcome, and we hope you will bring anyone you would enjoy sharing the evening with. Along with dinner and connection time, we will share a short market update focused on current themes, what we are monitoring, and how we are thinking about the road ahead. It will be relaxed, approachable, and followed by time for questions. Location: Table 100, 100 Ridge Way, Flowood, MS 39232 Date and time: Tuesday, February 10, 2026 at 6:00 PM

Exclusive Physician Tax Planning Dinner | Hattiesburg Area

Join us for a physician-exclusive dinner in Hattiesburg focused on understanding how the One Big Beautiful Bill may impact doctors in 2026. This educational session will explore early-year planning considerations, tax-related insights, and illustrative case studies to help physicians make informed financial decisions.

UMMC Anesthesia Faculty Night at Topgolf

You are invited to UMMC Anesthesia Faculty Night at Topgolf on Tuesday, November 11 from 7:00 – 9:00 PM. Enjoy food, conversation, and fun with colleagues in a casual, family-style setting.

One Big Beautiful Bill Updates: MSMA Annual Session Lunch & Learn

Join us Friday, August 8 at 12:15 PM for a Lunch & Learn during the Annual Session. In partnership with Journey Wealth Strategies, this session will provide key insights on how the One Big Beautiful Bill (OBBB) tax changes and current market conditions could impact physicians and high-income earners. Learn what proactive steps you can take now to optimize your financial future.

Mix & Mingle at Topgolf

Join us for a casual, come-and-go evening at Topgolf Ridgeland, hosted by Journey Wealth and Mississippi State Medical Association. Food will be provided. No presentations, just time to connect and unwind.

Prescription Wealth: A Private Strategy Dinner for DC Physicians

Journey Wealth Strategies, in partnership with the Medical Society of the District of Columbia (MSDC), invites you to an exclusive evening of financial insight, fine dining, and meaningful physician connection.

What’s Changing in 2025 — And How It Could Cost Physicians Thousands in Taxes and Market Losses

Exclusive CME in the Sand Lunch Session with MSMA Benefit Partner, Journey Wealth: Learn how the upcoming changes in 2025 could significantly impact your taxes, investments, and retirement plans as a physician. Discover proactive strategies using the Journey WealthTRACK Framework, and receive your free copy of "Exiting the White Coat." 📅 Saturday, May 24, 2025 | ⏰ 12:45 PM | 📍 Camellia Room, Sandestin Golf & Beach Resort

Complimentary Dinner Event: PROTECT YOUR WEALTH FROM POST-ELECTION TAX LAW CHANGES AND MARKET VOLATILITY.

Free Lunch and Learn: NMHS Pension Plan Termination

Client Appreciation Dinner

Exiting the White Coat - 3 key decisions for physicians to hang up their white coat and maintain their lifestyle.

Election Proof your Financial Plan at the MSMA Annual Session

Discover strategies to safeguard your financial future. Learn how potential changes in political landscapes can impact your financial well-being. Explore investment approaches, tax planning considerations, and retirement strategies designed to help you navigate economic uncertainties. Don't let uncertainty about the future impact your financial well-being. Secure your financial future by attending our informative session. Learn practical strategies to navigate economic shifts and protect your assets. Reserve your spot today to gain valuable insights and take control of your financial destiny.

MSMA & Journey Wealth in Hattiesburg

Journey Wealth Strategies is the MSMA's financial membership benefit partner. It is a firm designed to examine all aspects of your wealth plan. Josh and Dave created the Journey Wealth T.R.A.C.K. process, which examines Taxes, Risk management, Asset selection and conversion, Cash flow, and Estate planning. Following this process allows their clients to Live Life on Their Terms.

MSMA & Journey Wealth in Tupelo

Journey Wealth Strategies is the MSMA's financial membership benefit partner. It is a firm designed to examine all aspects of your wealth plan. Josh and Dave created the Journey Wealth T.R.A.C.K. process, which examines Taxes, Risk management, Asset selection and conversion, Cash flow, and Estate planning. Following this process allows their clients to Live Life on Their Terms.

Social Security Workshop

New laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you. Come and learn more at this complimentary workshop hosted by Josh Taffer who is a Certified Exit Planning Advisor and former Naval Officer that graduated from the Naval Academy. He co-founded Journey Wealth, an independent firm that focuses on retirement and taxes. This educational event will cover the basics of Social Security and reveal the latest strategies for optimizing your benefits.

DISCOVER NEW WAYS TO LOWER YOUR TAXES AND GROW YOUR WEALTH IN 2024

5 CRUCIAL STEPS FOR REVITALIZING YOUR FINANCIAL PLAN IN 2024 (copy)

Learn How Our Proprietary Journey Wealth T.R.A.C.K Can Help You Minimize Taxes, Minimize Risk, and Maximize Return on Investments.

5 CRUCIAL STEPS FOR REVITALIZING YOUR FINANCIAL PLAN IN 2024

Learn How Our Proprietary Journey Wealth T.R.A.C.K Can Help You Minimize Taxes, Minimize Risk, and Maximize Return on Investments.