Great Opportunities and Major Risks – How to Grow and Protect Your Wealth
As physicians, we are well-compensated professionals. But when we compare our wealth to that of other professionals with similar incomes, we fall short. We start accumulating wealth later than others and we are often so busy training and practicing that we under-focus and under-educate ourselves on protecting and growing our wealth. I’m happy to offer you this comprehensive and easy-to-listen-to course with a faculty of certified financial planners that guide us through this complex landscape of wealth management options. Enjoy and please send feedback! – Jack Krasuski, MD, Executive Director
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Introduction – Peter Lazaroff, CFP®, CFA (1 Hour)
- Examine Your Financial Health
- Do It Yourself or Hire an Advisor
- Not All Advisors Are Created Equal
- How To Interview a Financial Advisor
Retirement Planning – Gregory Kurinec, CFP®, MRFC (2 Hours)
- Can You Afford to Retire
- Understanding Social Security
- Understanding IRAs
- Retirement Tax Planning
- Financial Management in Retirement
Estate Planning – Frazer Rice (1 Hour)
- When Should You Update Your Estate Plan
- What Should You Focus On
- Good Practices and Underused Tips
- Threats to Wealth
- Asset Protection
Saving – Chad Chubb, CFP®, CSLP (1.5 Hours)
- Where to Save
- How Much to Save
- Other Important Topics
Spending – Stephanie McCullough, CEO (1.5 Hours)
- Reality Check
- How Much Will You Need
- What Your Money Needs To Do – The Four L’s
- Changes in Spending
- Effects of Withdrawal Rates and Portfolio Allocations
- What Could Go Wrong
- Building Financial Resilience For Retirement To Ensure You Can Support Your Spending Needs and Wants
Investing – Peter Lazaroff, CFP®, CFA (2 Hours)
- The Importance of Investing
- Introduction to Investing
- Building a Portfolio to Meet Your Goals
- How to Invest Your Savings
- Facing the Realities of Market Downturns
Insurance – Christopher Clepp (1 Hour)
- Life Insurance
- Disabilty Insurance
- Liability Insurance
- Health Insurance
- Personal Property and Casualty
- Long-term Care Insurance
What is WM course about?
The course covers different areas of financial management. Topics include Introduction to Financial Management, Retirement Planning and Spending, Saving, Investing, Insurance for Your Financial Plan, and Estate Planning and Asset Protection. The 9+ hours allow a wide range of topics to be covered in substantial detail.
How will it help me?
The course will help you to create a financial plan and help you avoid making bad financial decisions. This course is a good fit whether or not you already work with a financial planner. If you already have one, you’ll learn to ask better questions and know your range of investment options and their pros and cons. If you don’t yet have a financial planner, you’ll learn how to vet your financial planner candidates more carefully.
Who are the speakers? Are they financial advisors?
Speakers involved in the course are financial advisors that American Physician Institute has hired and paid to lecture on each topic. For a full the speakers full profile, refer to the faculty section on the page.
Will there be an individual one-on-one session?
One-on-one sessions are not available. The speakers are willing to answer any questions you may have via email. You can reach out to each speaker via the email provided in the presentation.
Are there any downsides to this course?
This course is a general overview of investing and wealth management to help you better understand the relevant knowledge landscapes. These are complex matters, however, and you should work with your own wealth management team when making consequential financial decisions. A potential downside from taking this course is to come to believe you know more than you do and to make decisions based on incomplete understanding. So, although you will learn a lot from this course, individual investment advice is still necessary for most people.
Does this course include CME credits?
No. This course does not meet criteria for AMA PRA Category 1 CME Credits because it does not focus on patient care.
Dr. Jack’s Concern and Request
I wanted to get this course developed and out to you and all our colleagues for a long time. I have personally had several investment horror stories shared with me by my physician colleagues, horrible financial losses borne of ignorance of the benefits and risks involved. One theme is trust placed in a financial advisor who was not ethical and, some of the time, not even properly credentialed. One topic I asked be covered in this course is how to more wisely vet and monitor a financial advisor you already work with or one you may choose in the future.
My request to you is to please send me your feedback about this course, both the good and bad, so that I and my team can continue to improve it. These are consequential matters that demand care. Thanks – Jack Krasuski MD
Chad Chubb, CFP®, CSLP
Chad Chubb is a Certified Financial Planner™, Certified Student Loan Professional™, and the founder of WealthKeel and lead advisor.
He’s passionate about working with physicians and their families to create financial plans that take complex money-issues and simplify them. Chad’s biggest goal is to help his clients free up their time so that they can focus on what matters in life, all while growing their wealth and meeting their goals.
Christopher Clepp has worked in the financial services industry for over 18 years. Chris joined Strategic Financial Group full time in December of 2012. His financial planning practice is focused on people ages 35-55 years old business owners and professionals, helping them navigate the financial world and relieving their stress.
Chris has spent most of his 44 years in the Chicagoland area, and currently resides in the Avondale neighborhood of Chicago with his wife Katie and son Torsten. Christopher also has a 22-year-old daughter who is starting her own career in financial services in New Mexico.
Gregory Kurinec, CFP®
Gregory Kurinec is a Certified Financial Planner™ professional and member of the Financial Planning Association. Serving clients at Bentron Financial Group in Downers Grove, IL, and the surrounding communities.
Recently, Gregory Kurinec launched a not-for-profit organization that supports families affected by cancer. Even better, Greg gets to apply his passion through his work. Since joining Bentron Financial Group, Inc., in 2004, he has helped people at or near retirement. through investment advising, estate planning, risk management and watching out for their overall financial well-being.
Peter Lazaroff, CFA, CFP®
Peter Lazaroff, CFA, CFP® is the Chief Investment Officer at Plancorp, which manages over $5.5 billion of client assets. Peter is known for taking complex financial strategies and sharing them in easy-to-understand language everyone can apply to improve their wealth and financial habits. His insights are regularly seen around the world on major media platforms like The Wall Street Journal, Forbes, CNBC, and The New York Times.
Stephanie McCullough, CEO
Stephanie founded Sofia Financial in 2011 after 14 years as a financial advisor, with the goal to empower women to make wise financial decisions, address their areas of money stress, and free up their time and mental energy to spend on the things that are truly important. She believes that everyone, regardless of income level, deserves quality, objective advice and excellent service from caring professionals who really listen and are motivated solely by their clients’ success.
Before transitioning into financial services, Stephanie held a wide variety of jobs, including working at the U.S. Department of Commerce in Washington, DC; teaching people more than twice her age how to confidently handle a sailboat at the Annapolis Sailing School; and organizing stimulating educational events for high school students at the World Affairs Council of Philadelphia.
Frazer Rice is a Regional Director for Pendleton Square, Frazer focuses on building relationships across the United States. In this role, he works with trustees, families, their professional advisors, and members of the Pendleton Square team in developing and implementing fiduciary structures and services to accomplish family goals.
Frazer is also the President of Wealth Actually LLC. Wealth Actually is a financial services and legal media company. Today’s reality is that advice companies need to be media companies as well. WA helps businesses and individuals recognize this reality and use it to amplify their presence and increase their business. He maintains the popular “WEALTH ACTUALLY” podcast where he interviews the entrepreneurs, experts, and tastemakers in the wealth space. In August of 2018, Frazer released his first book Wealth, Actually through Lioncrest Press. In Wealth, Actually, Frazer shares his approach to wealth management. Through a combination of philosophical discussion, practical advice, humor, and anecdotes, he shows how prosperous individuals can determine what they want their wealth to do; communicate with loved ones about their fortune; avoid overspending; handle wealth threats; evaluate, grow, and protect investments; and choose the best advisors.
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