“MONIES" for the Vascular Surgeon: Managing, Organizing and Navigating Investment choices for Economic Success
About
Please join the MONIES webinar, as Alan Gassman, a board-certified trust and estates lawyer provides financial information for vascular surgeons at all stages of their careers.
While vascular surgeons have strong incomes and high intelligence, confusing and often non-transparent investment choices, unnecessary costs that reduce retirement resources, creditor protection, estate planning, tax and other reasons to invest and hold assets one way or the other often causes far less than optimum results and financial pressures that can be avoided. We will discuss the following:
- Basic financial management
- Unnecessary costs that reduce retirement resources
- Creditor protection
- Estate planning
- Tax consequences
- Insurance needs
- Asset protections
In-person attendees will receive PowerPoint slides, a copy of the book "8 Steps to a Successful Estate Plan," a copy of the book "Grow Your Medical Practice" and Excel Spreadsheets to work on financial planning scenarios.
Be sure to bring your questions!
Faculty:
Alan Gassman regularly lectures to medical, legal, and CPA groups in the areas of Estate and Financial Planning, Tax Planning, and Creditor Protection. He has a post-law master's degree in Taxation and an undergraduate degree in business with a concentration in accounting. He speaks annually at the Mote Vascular Foundation Symposium and other national symposiums.
Moderators:
- Robert Molnar, MD, Chair, SVS Community Practice Section; Vascular Surgeon, Michigan Vascular Center; Clinical Professor Surgery, Michigan State University; Associate Program Director, MSU General Surgery Program - Flint Campus;
- Geetha Jeyabalan, MD, Vice-Chair, SVS Community Practice Section; Vascular Surgeon, MedStar Heart and Vascular Institute