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Preparing for Retirement: Legal Considerations for Physicians

With Chuck Kable, JD

Book Your Planning Session

Discuss Succession and Estate Planning

Establish a Comprehensive Legal Retirement Plan

Securing Your Legacy: Offers retiring physicians a comprehensive look at the legalities of winding down practice, from succession planning to asset protection.

Planning for retirement involves more than financial preparation; it includes understanding the legal implications of transitioning your practice, protecting your assets, and ensuring your estate is in order. This session provides a comprehensive overview of legal considerations for retiring physicians, from succession planning to estate management and healthcare directives.

Disclaimer: This session offers general guidance on legal planning for retirement and is not a substitute for legal advice from a qualified attorney. No attorney-client relationship will be created by attending this session. For personalized advice, please consult a legal professional.

What to Expect:

Book Your Retirement Planning Session: Schedule a time to focus on the legal aspects of transitioning your practice and protecting your assets.
Discuss Succession and Estate Planning: Cover key topics such as practice succession, asset protection, and estate planning to ensure a smooth transition into retirement.
Establish a Comprehensive Legal Retirement Plan: Formulate a plan that addresses legal considerations for a secure retirement.

Financial Education Consultation

Tanya Frias, CFP®, ChSNC

1️⃣ Schedule a time that works for you

2️⃣ Address any burning financial questions with clarity

3️⃣ Experience a clearer, brighter financial future

From Student to Resident: Financial Planning for New Physicians

Tanya Frias, CFP®, ChSNC

1️⃣ Book Your Session

2️⃣ Tackle Student Loans and Budgeting

3️⃣ Lay the Groundwork for Financial Stability

Residency to Practice: Navigating Financial Independence for Early-Career Physicians

Tanya Frias, CFP®, ChSNC

1️⃣ Choose a Convenient Time

2️⃣ Master Salary Negotiations and Income Management

3️⃣ Forge a Path to Financial Independence

Mid-Career Moves: Financial Strategies for Established Physicians Considering a Change

Tanya Frias, CFP®, ChSNC

1️⃣ Schedule Your Strategic Session

2️⃣ Address Mid-Career Financial Planning

3️⃣ Strategize for Growth

Expanding the Family: Financial Planning for Physicians Welcoming New Members

Tanya Frias, CFP®, ChSNC

1️⃣ Book a Family-Focused Consultation

2️⃣ Discuss Financial Preparation for New Family Members

3️⃣ Secure Your Family’s Financial Future

Medical Families: Strategies for Funding Education Across Career Stages

Tanya Frias, CFP®, ChSNC

1️⃣ Set Up Your Educational Planning Meeting

2️⃣ Navigate Savings and Tax-Advantaged Plans

3️⃣ Achieve Your Family's Educational Goals

Second Opinion Financial Strategy Checkup for Physicians

Tanya Frias, CFP®, ChSNC

1️⃣ Schedule Your Checkup

2️⃣ Validate Your Financial Strategy

3️⃣ Enhance Your Financial Health with Confidence

From Med Student to Resident: Legal Readiness

Chuck Kable, JD

1️⃣ Schedule Your Readiness Session

2️⃣ Understand Residency Contracts

3️⃣ Secure Your Professional Future

From Resident to Practicing Physician: Understanding Employment Contracts

Chuck Kable, JD

1️⃣ Book Your Session

2️⃣ Unpack Employment Contracts

3️⃣ Secure Favorable Contract Terms

Launching Your Medical Practice: Building on Solid Ground

Chuck Kable, JD

1️⃣ Schedule Your Session

2️⃣ Explore Legal Essentials

3️⃣ Lay the Legal Groundwork

Legal Strategies for Mid-Career Physicians: Contracts, Partnerships, and Expansions

Chuck Kable, JD

1️⃣ Book Your Strategy Session

2️⃣ Address Expansion and Partnerships

3️⃣ Plan for Strategic Growth