Live Webinar: Exiting the White Coat – Designing Your Next Chapter July 8, 2025 7:30 PM to 8:30 PM

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Are you starting to think about retirement but feeling unsure of where to begin? You’re not alone. For many physicians, planning for life after medicine can feel overwhelming, especially when it comes to navigating complex financial decisions. This live webinar is designed to give you the clarity, strategy, and confidence you need to move forward.

Live Webinar: Exiting the White Coat – Designing Your Next Chapter

Date & Time: Tuesday, July 8th, 6:30 PM Central Time

Register Here: https://www.bigmarker.com/journeywealth/exiting-the-white-coat-designing-your-next-chapter?utm_bmcr_source=MSDC

Hosted by Josh Taffer, CPWA®, CEPA®, Founding Partner and Private Wealth Advisor at Journey Wealth Strategies, this session introduces the Physician’s Wealth T.R.A.C.K.™ system—a strategic planning framework built to help you:

  • Reduce taxes in retirement
  • Understand how much your retirement may cost
  • Identify your personal retirement “number”
  • Evaluate Roth conversion strategies
  • Decide if a trust is right for your plan
  • Ask your most pressing questions in a live Q&A

All registrants will receive a free copy of the workbook Exiting the White Coat: Designing Your Next Chapter – A Personal Workbook for Physicians Planning Retirement.