Description

Did you know that most doctors lose 2-3% in annual returns due to inefficient investment strategies? This may not sound like much now…but it can add up to millions of dollars over the course of a doctor’s dental career. We will discuss today’s complex investment environment and how doctors can improve their investment results.

After this lecture you will be able to:

• Identify tax efficient investment and planning strategies;
• Explain the different types of investment professionals and associated fees;
• Discuss how to avoid emotional decisions and monitor your investment performance.

Speaker(s):

• K. W. Poe, CFP