Caring for Idaho

Personal Financial Strategies for Health Professionals: Securing your Future

Location: Bistline Theater at ISU’s Stephens Performing Arts Center

Date/Time: Friday, October 30, 2009 – 9 am to 12 pm, followed by lunch

Course description:
This seminar focuses on where each person is in his/her career, what concerns they should be focusing on, and a possible plan to overcome obstacles. Many dentists and dental hygienists, and other health professionals, do not realize they have financial needs for later in life; therefore, they do not have a plan. This "fresh eyes" approach to the topic should be applicable to each and every health professional.

Speakers & Topics:
Tim Forhan, Partner, Sanctuary Wealth Management – “Financial Forces and Strategies”
Gene Hoge, DMD – “Optimizing the Efficiency and Profitability of Your Practice”
Kevin Koplin, CPA, MBA, Partner, Cooper Norman – “Health Insurance and Retirement Opportunities”
Brett Robinson, President, Sanctuary Wealth Management – “Personal Wealth Management Strategies”

Registration fees:
$59 – Regular fee, per participant
$99 – Group fee (for offices registering more than 2 participants)
Free of charge to ISU students, but pre-registration before October 15 is required for anyone to attend this event.

Download Program Flyer
Registration Form

Last Modified: 02/22/11 at 08:25:02 AM