An in-depth exploration of strategies designed to financially empower healthcare leaders through tax planning. Learn how to maximize retirement contributions using options like 401(k), 403(b), 457(b), and non-qualified deferred compensation. Discover innovative approaches such as using donor-advised funds and charitable remainder trusts. We give an introduction to tax-loss harvesting, and cover the potential of Roth conversions and Health Savings Accounts (HSAs). Ideal for healthcare professionals in both nonprofit and for-profit organizations — Gain proactive strategies to reduce taxes and secure your financial future! (For the medical professionals of Memorial Hermann)

Books:

• “Money Matters in Medicine: Managing Personal Finances as a Physician” by Jordan D. Frey
• “Entrepreneur RX: The Physician’s Guide to Starting a Business” by John Shufeldt MD, JD, MBA, FACEP
• “Personal Finance for the New Physician” by Daniel R. Lefebvre, M.D.

Check out the MFC University and Know-More Blog

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Register for “Basics of Financial Independence for Physicians”

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