Financial Planning Workshop
Although eight out of the top 10 highest paying jobs belong to healthcare professionals, doctors often fail to manage their financial life in its totality. Picture yourself lighting a match to a pile of money every day - that's what could happen if you fail to maximize the full weight of your earnings and savings.
That's where Greenbook Financial Services comes in. We help doctors follow a sound financial planning methodology: leverage a balanced platform of practice structure optimization, risk management, portfolio design and asset protection to avoid excess risk, maximize allowable deductions and protect income and savings from unexpected life events.
Dedicated Greenbook Financial Advisors will help you to achieve your goals based on years of experience doing one thing: guiding doctors to financial independence.
At our financial planning workshops, you will learn critical information every doctor should know, including how to:
- Take advantage of EGTRRA tax legislation that allows more than $2 million in pension plan assets built with tax-deductible contributions
- Determine the most tax-efficient business structure for your practice
- Multiply non-taxed, corporate retirement plan assets to create leveraged tax-free IRS Code 101(a) gains
- Deduct disability, long-term care and other insurance costs, and enjoy premium refunds (under certain structures)
- Safeguard your assets, income and savings from judgment creditors
- Benefit from scientific investment diversification, based upon a Nobel Prize-winning theory
Register and reserve your space today. Seating is limited!