Broker Check
05 Oct
[Webinar] Financial Planning and Disability Insurance for Physicians


Learn the benefits of making 403(b) contributions, how to take advantage of employer matches, and how to use your Roth IRA as an emergency reserve fund. We will discuss three little known features of Roth IRAs and how to use them effectively to maximize your net worth. This webinar will cover important features that every disability plan should have, and the differences between individual disability and group disability plans, and why your group disability insurance may not be sufficient. We will discuss when it is the “right time” to purchase disability insurance and how different factors such as age, sex, and medical specialty can affect your premium. We will also discuss how to qualify for resident/fellow discounts.

Date and Time

Tue, Oct 05, 2021

8:00p - 8:45p EST


Online via Zoom


Presenter: Evan Levy CFP


Event Registration