Keep More of What You Earn - Tax Planning for Physicians

Dec 3, 2020, 6:00 PM Pacific Time (Virtual Through Zoom)

This tax planning program especially designed for physicians is sponsored by WCMS as a member benefit. Our presenters are WCMS member Joe Hollen, MD, CFP®, AIF, and Eric A. Hollen, CFP®, AIF. Dr. Hollen expertise comes not only from his financial training but also because he has experienced many of the same quandaries about tax planning as you may be experiencing.

“Like many physicians, I was never trained in financial matters. I made many mistakes managing my own money. I finally sought independent advice in 2001. I found those who sought my business were part of a sales culture. They were product and commission-driven.  I didn’t feel they had my best interest in mind. I wasn’t comfortable relying on their advice.

“I decided to become the client centered financial resource that was unavailable in Reno. I left my medical practice and passed the Certified Financial Planning professional examination in 2003. I opened an advisory firm (initially named “Hollen Financial Planning”) in 2004.” Joe Hollen, MD

Presenters: Open Window Financial Solutions, Ltd.