You're invited to an evening designed exclusively for physicians, featuring a researched approach to retirement strategy that blends behavioral finance, tax mitigation, and legacy design.

When: Friday, September 11

Where: Patio 44, Gulfport, MS

Schedule: Appetizers & Fellowship at 5:00 PM, followed by Dinner & Presentation from 5:30 to 6:15 PM

Presented by: Joshua Taffer, CPWA®, CEPA®, Journey Wealth Strategies

This dinner is open to any physicians  — whether or not you're attending MSMA CME.

What You'll Learn

• Behavioral Risk & Portfolio Design: discover your personal Risk Score and where your preferences place you on the Physician Retirement Matrix.
• Tax Mitigation: evaluate research-backed, IRS-compliant strategies for both W-2 hospital physicians and K-1 practice owners.
• Asset Location & Cash Flow: structure assets to reduce drag and convert clinical income into tax-efficient income streams.
• Legacy Shielding & Design: protect practice equity and personal wealth, keeping your legacy in the bloodline, including strategies for blended families.

Seating is limited to ensure a personal experience for every guest — reservations required.