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This is our most comprehensive seminar! The full Business, Tax & Financial Management course covers a week’s worth of material, including aggressive but legal tax-saving strategies, maximizing retirement plan investing—from traditional and Roth IRAs to 401(k)s and cash balance plans—insurance doctors need (and should avoid), practice management to maximize profitability, employees and fringe benefit programs, practice transitions, financial planning and investing, estate and trust planning, and more. As with all our courses, the information is direct, easy to implement, unbiased, and sprinkled with a healthy dose of humor!
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Event venue
The Essex Resort & Spa, 70 Essex Way, Essex Junction, VT 05452-3383, United States
Tickets
Concerts, fests, parties, meetups — all the happenings, one place.