P703
A 25-Point Financial Check-Up

Thursday, September 11, 2014
9:00 AM-11:30 AM
Location

314 (Hawaii Convention Center)

Ticketed This is a Practice Management Day Pass Session.
Handouts
  • P703 FINAL.pdf (751.4 kB)
    • Speaker:

    Jeffrey E. Wherry CFP, CLU, AIF
    New Castle, PA, USA


    Audio File Recorded Presentation
    CDE/CME Offered: CDE

    Synopsis

    A point-by-point review of 25 key financial planning and investment issues important for every oral surgeon. A worksheet will be provided for attendees to complete an assessment of their personal situation.

    Learning Objectives
    1. Evaluate their overall financial position by pulling together often fragmented financial activities to provide a comprehensive, directed plan;
    2. Identify potential gaps in their current planning efforts; and
    3. Understand the potential solutions and how to work with advisors to fill current planning gaps.

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