Join us for lunch at the MSMA CME in the Sand Conference for a physician-focused panel discussion on tax strategy, estate planning, and wealth management, and how a more coordinated approach can help improve your overall financial life.

During this session, our panel of specialists will discuss how to take a more proactive, preventive approach to wealth planning by building a coordinated financial team that works together.

Topics will include how to:

• Minimize unnecessary taxes
• Protect your income, assets, and lifestyle
• Create a path to a work-optional future
• Align your tax, estate, and investment strategies
• Build a coordinated financial team that helps reduce gaps and missed opportunities

We’ll also discuss the financial cost of uncoordinated planning and why many high-income physicians unknowingly experience inefficiencies when advisors, CPAs, and attorneys are not aligned.

Panelists include:
• Dave Jesiolowski, Founding Partner, Journey Wealth
• Josh Taffer, CPWA, CEPA, Founding Partner, Journey Wealth
• Kevin White, Advanced Tax Strategist
• Trip Barnes, Estate Planning Attorney

Bonus:
The first 25 physicians to register will receive a custom embossed leather padfolio.