Practice Managemen: From Career to Retirement - Building Long Term Financial Wellness for Physicians
Virtual
Wednesday, September 09, 2026
1:00 PM - 2:00 PM
iCalendar
Practice Management Live Webinar Series:
From Career to Retirement - Building Long Term Financial Wellness for Physicians
Wednesday, September 9, 2026
1:00 – 2:00 PM EST
This session will provide physicians with practical strategies to strengthen long‑term financial wellness from early career through retirement, including effective savings techniques in order to maximize tax‑deferred opportunities through qualified retirement plans, and key distribution considerations as physicians approach and transition into retirement to ensure tax‑efficient withdrawals and alignment of investment strategies with evolving goals.
Presenter(s):
Justin S. Cohen, CFP, CPFA, Financial Advisor and Relationship Manager, CAPTRUST
Cameron Tinsley, CFP, Vice President and Financial Advisor, CAPTRUST
Approved for 1 AMA PRA Category Credit(s)™
New member benefit: All active MSMS members receive FREE CME, click here to join MSMS.
Registration Fees:
Members – FREE
Active Emeritus - FREE
Emeritus/Retired/Life - $25
Non-members - $25
Non-Member Office Staff - $25
Member Students and Residents – FREE
Statement of Accreditation
The Michigan State Medical Society (MSMS) is accredited by the Accreditation Council for Continuing Medical Education (ACCME) to provide continuing medical education for physicians.
AMA Credit Designation Statement
The MSMS designates this live activity for a maximum of 1 AMA PRA Category 1 Credit(s)™. Physicians should claim only the credit commensurate with the extent of their participation in the activity.