Vascular practice: Financial wellness is focus of Nov. 2 SVS webinar

299

Responding to members’ requests for more information on financial education, a nationally known estate and tax attorney will provide information and guidance on financial wellness at a Society for Vascular Surgery (SVS) webinar on Nov. 2.

The free webinar, “MONIES for the Vascular Surgeon: Managing, Organizing and Navigating Investment choices for Economic Success,” will be held from 7–8:30 p.m., CDT. Registrants will receive materials helpful for financial planning.

Alan Gassman, a board-certified trust and estates lawyer, regularly lectures to medical, legal and accounting groups about financial, tax and estate planning, and creditor protection. His presentation will include financial information for vascular surgeons at all career stages—including residents and fellows—and will cover: 

  • Investment options
  • Unnecessary costs that reduce retirement resources
  • Creditor protection
  • Estate planning
  • Tax consequences
  • Insurance needs 
  • Asset protection

“It is clear that physicians receive very little education in business/finances, despite spending many years in training. Yet vascular surgeons are involved in some of the most sophisticated business models, especially those running their own practices with or without OBL [office-based lab] or ASC [ambulatory surgery center] participation,” said Robert Molnar, MD, chair of the SVS Community Practice Section. “No matter what practice type a surgeon finds himself or herself practicing, this webinar will provide information and tools to help ensure financial wellness.” 

A recent survey of all SVS members showed great interest in learning more about financial wellness, he said. The webinar addresses this need and will cover issues not only for every career stage but also in all practice settings: private practice, single-specialty group, employed, and academic surgeons. 

Gassman has a master’s degree in taxation and an undergraduate degree in business with a concentration in accounting, plus a law degree. He speaks annually at the Mote Vascular Foundation Conference and national symposiums.  

In-person attendees will receive Gassman’s presentation slides plus the books 8 Steps to a Successful Estate Plan, by Gassman, and Grow Your Medical Practice, and Get Your Life Back, which he co-authored with David Finkel and Parikisth Singh, MD.

Learn more and register at: vascular.org/MONIES. Join the SVS Community Practice Section (vascular.org/CommunityPracticeSection) to receive information on future educational opportunities being planned by the section. Email [email protected] for more information.

LEAVE A REPLY

Please enter your comment!
Please enter your name here