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Prescribing Financial Wellness: Strategies for a Secure Future Hosted by: CoxHealth Foundation and Mercy Health Foundation

Presented by: Greene County Medical Society and Forvis Mazars Private Client

Physicians have unique opportunities and challenges that require specialized wealth management planning. Practicing medicine often leaves little time to focus on their own financial priorities.  These educational sessions will provide financial topics important to physicians and strategies to implement them.

All physicians and their spouses/partners are encouraged to participate!

Beverages and Snacks will be provided

All sessions will include:

·       Physician Financial Fitness: Why It Matters

·       Maximizing Charitable Contributions

·       Key Tax Law Changes Effective January 2026

Please register for one or more of the career stage sessions:

October 1 – CoxHealth Meyer Orthopedic and Rehabilitation Hospital: Ozark Room

Foundations: Medical students/Residents

·       Navigating student loans

·       Maximizing your first attending paycheck

·       Easy wealth-building tips

October 8 – Mercy Hospital: Catherine McAuley Conference Center

Retirement Readiness: Late Career Attendings/Newly Retired

·       Achieve financial independence

·       Optimize post-retirement income

·       Legacy planning for future generations

October 15 - CoxHealth Meyer Orthopedic and Rehabilitation Hospital: Ozark Room

Protecting Wealth: Mid-Career Attendings

·       Asset protection strategies

·       Improving after-tax returns

·       Key elements of estate planning

October 22 – Mercy Hospital: Catherine McAuley Conference Center

Wealth Building: Early Career Attendings

·       Student loan essentials: strategies and management

·       Balancing today’s needs with future goals

·       Evaluating insurance needs