Special Invitation for Owners of Ob/Gyn Practices
Practical guidance on financial health, asset protection, and long-term practice success
Special Invitation for Owners of Ob/Gyn Practices
Join us for three remaining sessions
MADDOX CASEY, CPA
Back to Basics (Because the Basics Are Changing): Financial Health for OBGYN Owners
Wednesday, May 20th
5:00-6:00 CST
6:00-7:00 EST
Owning an OBGYN practice isn’t getting easier. But the fundamentals still work - if you know where to focus. Maddox Casey, who advises over 650 physician clients nationwide, will share practical insights on navigating reimbursement pressure, managing complexity, and identifying the backend opportunities and key metrics that drive long-term success.
JOE STRAZZERI, ESQ.
Asset Protection for Doctors
Wednesday, May 27th
5:00-6:00 CST
6:00-7:00 EST
Learn the unique legal, financial, and tax challenges for Ob/Gyn Practice Owners and the Ten Lessons to help you avoid unwanted outcomes. Joe will review the various strategies of the Sliding Scale of Asset Protection as well as how to efficiently manage your estate and reduce taxes.
JAMES YOST, CPA, CFP, CAIA, CTS
A New Way to Think of the Value in Your OB/GYN Practice
Thursday, June 18th
5:00-6:00 CST
6:00-7:00 EST
You’ve poured your time, talents and resources into your practice. It is likely that you’ve been living mostly off the income from your practice and are now thinking of a life of creating income from your investments in the practice. You may be starting to think about organizing and simplifying the complex variables so you can have peace of mind as you build the next phase of your career. James has over a decade of experience providing investment advice to private wealth and institutional clients. James’ passion and expertise is helping simplify complex financial problems for practice owners going through a transition.
Participation is confidential with cameras off and names blinded, but there will be an opportunity to submit anonymous questions via the chat function.
