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310 Will You Outlive Your Money? What They Never Taught You About Wealth: Financial Literacy for Surgeons
2:00PM – 4:00PM EST
- CME:
- Yes (2.00 Credits)
- Availability:
- Available
- Level:
- Comprehensive
- Program:
- Teaching Course
Didactic Lecture
Desired Outcomes
- Apply compound interest principles to evaluate long-term wealth accumulation strategies and identify the mathematical impact of fees, taxes, and inflation on retirement assets
- Distinguish between taxable, tax-deferred, and tax-free wealth vehicles to optimize tax efficiency and prevent premature asset depletion
- Analyze sequence of returns risk and longevity planning to ensure retirement assets provide income for 30+ years without depletion
Description
Desired outcomes: Most surgeons fear outliving their money, yet medical training provided no financial education to prevent it. This course teaches the fundamental principles of compound interest, tax strategy, and wealth preservation that weren't covered in medical school. Learn why high income doesn't guarantee financial security, how inflation and fees silently erode wealth, and what successful families understand about building assets that last a lifetime.
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Lior Yadin
Moderator

David Staughton
Panelist

Jacques van der Meulen, MD, PhD
Panelist

Chris Suchanek
Panelist

Gilberto Saenz, PA-C
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Gerald O’Daniel, MD
Co-Chair

Ozan Sozer, MD
Co-Chair

Brad Calobrace, MD
Faculty


