Steve Babitsky, the Founder of SEAK, joins Katherine Vessenes to discuss his company’s training program for doctors looking to work from home. SEAK has assisted tens of thousands of expert witnesses, physicians, and other professionals.
PPP Loans: What they Mean for Doctors who Own their Practice
The deadline for applying for the Payroll Protection Program is June 30th, 2020. If you own your own practice, you may enjoy this interview with MD Financial's President and Founder, Katherine Vessenes, and her own personal CPA, Brian Bayerkohler. They cover the revisions to the PPP loans and many frequently asked questions.
9 Landmines Retiring Doctors Need to be Aware of
7 Steps for 2020 R&F's
Student Loan Updates for Doctors
Beneficiary Designations
We have never had so many clients in one week reach out to us with questions regarding their beneficiary designations and what they should do about their wills and trusts. These issues must really be on your mind and you must be worried about your family's future if you should become sick with COVID-19. So, let's do a quick review of some things for you to think about.
Dollar Cost Averaging for Doctors Who are Investing During the Coronavirus
Legal and Financial Issues for Doctors During the Coronavirus
Legal and Financial Issues for Doctors During the Coronavirus
Katherine Vessenes, JD, CFP®, CEO and Founder of MD Financial Advisors catches up with Brett M. Larson, JD, "Attorney Extraordinaire" at Messerli & Kramer to discuss the legal and financial issues affecting doctors right now. Whether you're the owner of a practice, or an employee, there are legal factors that you may want to consider in this difficult time.
With the recent gains and declines of the market, it’s hard for doctors to know what to do and what actions they can take to ensure financial safety and stability in this crisis. We are here for you, to help set your mind at ease as we navigate this volatile market. We had such a positive response to last week's webinar, we decided to do a re-run this Saturday, March 28th, 2020 at 9 am CT/10 am ET to answer questions about the Coronavirus and how it is impacting your financial future.
THE DOCTOR’S GUIDE TO
NAVIGATING THE STOCK
MARKET AND THE
CORONAVIRUS
Katherine Vessenes, JD, CFP®, is the founder and CEO of MD Financial Advisors who serve 500 doctors from Hawaii to Cape Cod. An award-winning Financial Advisor, Attorney, Certified Financial Planner®, author and speaker, she is devoted to bringing ethical advice to physicians and dentists. She can be reached at Katherine@mdfinancialadvisors.com.
The Doctor’s Guide to Navigating the Stock Market and COVID-19
Dear Doctor,
Back by Popular Demand….
The Doctor’s Guide to Navigating the Stock Market and COVID-19
If you missed our webinar last Saturday, we wanted to host it again, to give you a clearer picture of the market and how it impacts you. We had almost 50 doctors attend and we got a lot of positive feedback, thanking us for the presentation and letting us know we had helped reduced their stress.
Speaking of stress:
I am worried about you.
You are on the frontlines of one of the worst pandemics we have ever faced. Your job is getting more stressful and unpredictable every day. You may have concerns about whether you can get paid, how your investments could survive weeks or even months of a turbulent market. You are worried that you might not be able to retire on time, and who is going to take care of your kids as schools are closing!
You are my hero! You are keeping America safe and healthy and we owe you a huge debt.
We would like to do one thing for you, since we can’t:
Improve your work environment,
Kill the virus quicker,
Make the stock market only go up,
OR
Even make your patients nicer to you.
WHAT WE CAN DO is take away the stress you are feeling about your personal finances.
Do any of these concerns sound like you?
1. Is the stress of the stock market exacerbating your already stressful life?
2. Are you feeling confused, overwhelmed, and unsure what you can do now to make your future better?
3. Are you staying awake at night worrying about your finances?
HELP IS ON THE WAY!
Join us Saturday, March 28th, 9 am CT / 10 am ET / 7 am PT
for
The Doctor’s Guide to
Navigating the Stock Market and the Coronavirus
Here is what we will cover. Plan for 75 minutes of a live webinar, content rich, with a discussion of:
The stock market’s volatility and how it could impact you now and in the future,
How to avoid the big mistakes unsuccessful doctors make during choppy markets, and
Things you can do now to take advantage of the current market.
We plan to leave plenty of time for questions from the audience. Please send them in to us in advance, so we can be prepared.
By the way, as one of our beloved clients, you know we will not be selling anything! This is just a chance to informally meet with our clients who would like more information about the markets and their own financial future.
Looking forward to seeing you on Saturday,
Katherine, Josh, and the entire MD Financial Team
PS. If you can’t join on Saturday, but would like to visit with us personally, please reach out and let us know! We are adding extra meeting times to our schedule to accommodate you.
CONTACT US
1-888-256-6855
Katherine Vessenes, JD, CFP®, is the founder and CEO of MD Financial Advisors who serve 500 doctors from Hawaii to Cape Cod. An award-winning Financial Advisor, Attorney, Certified Financial Planner®, author and speaker, she is devoted to bringing ethical advice to physicians and dentists. She can be reached at Katherine@mdfinancialadvisors.com.
Josh Lantz, CRPC®, CIO and Financial Advisor at MD Financial works diligently with all our teams to coordinate the services we provide for our clients. He wants to make sure all our clients have sound, fiscally responsible, financial plans and feel more comfortable about their future. He can be reached at Josh@mdfinancialadvisors.com.
