Financial Planning for Medical Professionals

Medical school and residency prepared you to give the best care to your patients. Join Todd Flynn and James Nevers, Partners at EP Wealth Advisors® as they share specific opportunities and considerations for physicians that will help you reach your goals.  Here are some things that will be covered in the presentation based on your career stage:

• Early - insurance planning, debt management, career track planning, and starting a family
• Middle - high income and savings opportunities, becoming owner/partner
• End - exit planning: retirement cash flow planning, estate planning

Indian Summer, 5900 Troon Ln, Olympia, 98501
Wednesday, February 8, 6 - 8:30pm
Free to attend for members or future members (and a plus one)!

RSVP HERE

Draft Agenda

Registration, Networking, Hors d'oeuvres: 6 - 6:30pm

Dinner: 6:30 - 7pm

Business meeting: 7 - 7:30pm

President's Welcome Address
Election of Officers & Trustees - Slate of Candidates
Articles of Incorporation

Keynote: 7:30 - 8pm

Q&A: 8 - 8:25pm

President's Closing Remarks: 8:25 - 8:30pm