Healthcare Professionals: Smart Tax Planning During Your Peak Earning Years
A live 25-minute educational workshop discussing tax diversification, retirement planning considerations, and financial planning topics commonly relevant to healthcare professionals.
Healthcare professionals often encounter unique financial considerations during their careers, including evolving income levels, employer retirement plan decisions, and changing tax situations. This short educational workshop introduces several financial planning concepts that may be relevant for healthcare professionals who want to better understand how different financial decisions may affect their long-term planning.
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Secure your spot in this complimentary workshop
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This workshop is intended for healthcare professionals interested in learning about financial planning topics.
Who This Workshop May Be Helpful For
This workshop is designed for healthcare professionals who want to better understand financial planning considerations that may arise during their careers. Individuals at different stages of their careers may encounter financial planning questions related to taxes, retirement planning, and long-term financial organization.
- Physicians
- Nurse Practitioners
- CRNAs
- Physical Therapists & Healthcare Administrators
Topics That Will Be Discussed
Four focused topic areas designed to give healthcare professionals a clearer picture of key financial planning considerations.
Tax Diversification Concepts
An overview of how different types of accounts are taxed and why some individuals consider tax diversification as part of their long-term planning.
Roth Retirement Account Considerations
A discussion of Roth retirement accounts and situations in which they may be considered as part of a broader financial planning approach.
Retirement Planning Considerations
General concepts related to retirement planning and how the tax treatment of retirement accounts may affect future income planning.
Financial Planning Questions Often Raised by Healthcare Professionals
Several financial planning topics frequently discussed with healthcare professionals throughout their careers.
Financial Considerations in Healthcare Careers
Understanding these factors can help individuals evaluate how financial planning may fit into their long-term goals.
Extended Education & Training Periods
Healthcare professionals often begin their careers with significant educational debt and delayed earnings, which may affect early financial planning decisions.
Changes in Income Throughout Careers
Income can shift considerably as healthcare professionals move from residency to practice, and through different career stages.
Employer Retirement Plan Decisions
Plan options, contribution strategies, and tax implications may vary depending on employment setting and type of practice.
Evolving Tax Considerations
Higher income levels during peak earning years can create unique tax planning opportunities and considerations worth understanding.
Workshop Details
Everything you need for an informed session
A structured 25-minute walkthrough of financial planning concepts relevant to healthcare professionals.
Submit questions during the session and get answers from the presenting advisors.
Registered attendees may optionally schedule a one-on-one financial planning conversation after the event.
Presented By
This workshop is co-presented by two financial professionals who work with healthcare professionals on financial planning topics including retirement planning, tax considerations, and long-term financial organization. The purpose of this session is educational.
Brady Steward
Financial Advisor
Brady Steward is a financial advisor who works closely with healthcare professionals, young professionals, and families to help them build a clear financial plan from the start. His approach focuses on creating personalized strategies that simplify complex financial decisions and support long-term financial stability and retirement planning.
James Tucci
Financial Advisor
Jimmy Tucci is a financial advisor who works with healthcare professionals, including occupational therapists, to help them navigate important financial decisions throughout their careers. His approach centers on building long-term relationships and developing thoughtful strategies that bring clarity to planning, investing, and preparing for the future.
Reserve Your Seat
Attendance is limited to 15 participants to maintain a focused educational session.
Register below to secure your spot.
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Confirmation details will be sent after registration.
Frequently Asked Questions
No. This workshop is intended as an educational discussion of general financial planning topics relevant to healthcare professionals. It is not a sales presentation.
No. This session focuses on general financial planning concepts rather than specific investments or investment recommendations.
No. This workshop is complimentary for all registered attendees.
Depending on availability, a recording may be provided to registered attendees following the live session.
