Practice Management: From Career to Retirement - Building Long Term Financial Wellness
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
This session does not provide CME.
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