Join my Business of Medicine Online Lectures 1/20 & 1/22!
Business of Medicine Lecture hosted by Rob Schultz, CFP?, CDFA?

Join my Business of Medicine Online Lectures 1/20 & 1/22!

For the last 20 years I have been delivering a Business of Medicine lecture teaching the next generation of physicians about the basics of financial planning including student loans, contract types, retirement planning, insurance, employment agreements, and risk management.

I will be hosting 2 lectures this week to start the new year strong. On?January 20, 2022 @ 5:30 PM PT?I will be giving my standard Business of Medicine Lecture. (Registration Link Below)

?https://us02web.zoom.us/meeting/register/tZUlcOygqDsjGdCvOruLto3Ul6GX0Tjchw8Y

Student Loans

  • Repayment Options (PAYE, REPAYE)
  • Interest Deductions & Loan Consolidation
  • Public Service Loan Forgiveness Program
  • Refinancing Options

Retirement Planning

  • Deciding between ROTH & Traditional IRA Contributions
  • Appropriate Savings Rates
  • Balancing Savings VS Paying Off Debt
  • ROTH Conversions in Lower Tax Years
  • Tax Reduction Strategies

Insurance

  • Disability Insurance & Life Insurance
  • Complementing Group Coverage with Individual Plans
  • Monthly Benefits, Riders, & Qualification Process
  • What to Look For in a Disability Contract

Employment Agreements

  • Independent Contractor VS Salary Positions
  • Income Guarantee Arrangements
  • Signing Bonus, Salary Negotiation, & Productivity Component
  • Employee Arrangements

On January 22, 2022 @ 9:30 AM PT I will be giving my lecture on 5 Financial Moves for 2022. (Registration Link Below)

?https://us02web.zoom.us/meeting/register/tZYoc-ytpjooEtZe3c02dQxu0v6ccpF4t5v1

Past speaking locations include UCLA, Cedars-Sinai, Saint Mary's, USC Keck, Long Beach memorial, UC Irvine, Harbor UCLA, Cal Pacific, Glendale Adventist, Arrowhead regional, Olive View, White Memorial, Alameda, Dignity, UC San Francisco, PIH, VA facilities, Eisenhower, Loma Linda, UN Las Vegas, and Kaiser facilities from Riverside to Washington State.

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Judd Carlton

Helping NY and NJ business owners create predictable cash flow and save for retirement

2 年

I'll attend one day!

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