Join us for Lunch at the MSMA CME in the Sand Conference on Saturday to discuss how the changes with tax laws and policy shifts might impact your finances. 

During this session, we’ll walk you through the Journey WealthTRACK™ Framework—our proprietary, physician-focused system designed to help you:

•   Minimize your taxes
•   Protect your portfolio from market volatility
•   Optimize your retirement withdrawals
•   Convert taxable assets into tax-free income
•   Create legacy income and generational wealth

The 5 Major questions we will be discussing at this event to see if you are on TRACK for Retirement: 

1.  What should I do to minimize my taxes?
2.  How can I protect my assets from market volatility?
3.  Should I convert my taxable money in 2025 to tax-free?
4.  Where should I withdraw money from first in retirement?
5.  How can I create legacy income and generational wealth?

You’ll also hear from an experienced panel sharing advanced tax and investment strategies—specifically for high-income physicians—designed to help you make confident and informed decisions in 2025 and beyond.

Bonus:
All attendees will receive a free copy of our workbook, “Exiting the White Coat: Designing The Next Chapter of Your Life.”