Vice President, Business Development Treloar & Heisel, LLC New Castle, Pennsylvania
This course will provide an overview of common personal insurance, business insurance, qualified investment accounts and non-qualified investment accounts for today’s oral surgeon. The two main areas of concentration will be to provide insight into the flexibility of retirement plan design and a comprehensive review of a hypothetical financial plan to help understand the planning process.
Learning Objectives:
At the conclusion of this presentation, participants should be able to:
Identify personal and business insurance policies important to risk management protection for today’s oral surgeon.
Discuss qualified and non-qualified investment accounts available to create wealth.
Describe the importance of setting goals, implementing strategies, and following a well-designed process to reach financial independence.