Physician Financial Wellness Series Kickoff Webinar

Wednesday, July 8, 2020

7-8:15 pm ET
Live Webinar

Members: $25; non-members: $50
Trainees (non-CME): $10

Registration closes at 4pm ET on July 8th

Register now


ASRA is committed to your well-being, and that includes your financial well-being. In these uncertain times, you need sound, expert advice on managing the ups and downs of the market while moving toward your financial goals. Join financial experts for a 75-minute webinar on July 8 where experts will discuss how to analyze your current financial situation and begin developing a financial plan, as well as the impact of COVID-19 on personal finances.

This is not a sales pitch! This kickoff webinar will be followed by a series of short, recorded modules to help you take a deeper dive into building an investment portfolio, ensuring you have the right insurance coverage, developing an estate plan, and planning for retirement whether you are employed or in private practice. 

The kickoff webinar offers a 60-minute presentation followed by 15 minutes of Q&A using the chat feature. The webinar will also be recorded for On-Demand CME viewing at a later time (separate registration required). This activity qualifies for 1.25 CME credits.

Make the most of your hard-earned money and plan for the future with ASRA!


Financial Wellness Full Program Content Outline

  1. Importance of Planning
    • Objectives
      1. Goal identification
      2. Analysis of current financial situation
      3. Implementation of financial plan
  2. How to Build an Investment Portfolio
    • Objectives
      1. Investment considerations and instruments
      2. Where do returns come from?
      3. Ten steps to building a portfolio
      4. Asset allocation and rebalancing
  3. Life and Disability Insurance
    • Objectives
      1. Needs and Benefits
      2. Life insurance
      3. Disability insurance
  4. Planning Your Estate
    •  Objectives
      1. Objectives of Estate Planning
      2. Calculating taxable estate/estate tax
      3. Documents
      4. Key planning items
  5. Retirement Savings Plans – Employed Physician
    • Objectives
      1. Tax benefits
      2. Types of plans
      3. Key planning items
  6. Retirement Plans – Private Practice Physician
    • Objectives
      1. Tax benefits
      2. Types of plans
      3. Key planning items
  7. Early Career Financial Planning for the Physician
    • Objectives
      1. Common financial matters for early career physicians
      2. Prioritization of financial decision making
      3. Mistakes to avoid
      4. Organizing your financial life
  8. Late-Career Financial Planning for the Physician
    • Objectives
      1. Common financial matters for late career physicians
      2. Pre-retirement checklist
      3. Mistakes to avoid
      4. Organizing your financial life