Tips on Financial Planning & Retirement Designed for Medical Care Providers
Whats Your Plan for Retirement? You know what it takes to have a successful practice. Do you know what it takes to continue your success into retirement? Young Moore and Henderson, P.A., in conjunction with Wake County Medical Society, invites you to join us for a complimentary dinner and seminar designed specifically for medical care providers.
Kathleen W. Burkett, CFP, Managing Director Retirement and Life Planning, Triangle Securities Wealth Management, Inc.
Kathleen will help you assess your financial readiness for retirement and provide strategies to help you to live the life you aspire to during retirement.
Rudy L. Ogburn, Trusts, Estates, & Wealth Preservation Attorney, Young Moore
Rudy will review estate plan documents you should have and give an overview of tax and estate planning considerations as you contemplate retirement.
Elizabeth P. McCullough, Health Care Attorney, Young Moore
Elizabeth will share key points to consider as you plan for a smooth transition of your practice.