Educational Seminars

Financial Education Seminars for Physicians and Dentists

Ed Ramsey's passion is in educating doctors on financial and tax issues. Having spent the last 18 years working hand-to-hand with a large number of doctors as their financial advisor and CPA, he has gained a unique understanding of the financial challenges facing doctors.

He has found that medical and dental schools focus on the clinical training needed to produce top-notch doctors, but provide little or no formal training in starting and managing a practice.

Recognizing the importance of the business side of medicine and dentistry, Ed provides financial seminars and workshops for medical and dental residency and fellowship programs, hospital centers, and medical and dental professional associations aimed at providing the basic financial training and education to start and operate a medical or dental practice.

These educational seminars and financial training workshops are intended to increase attendees' overall knowledge of personal finances, tax planning, retirement and estate planning issues, asset protection and practice management.

Attending these educational seminars is highly recommended for young physicians and dentists in early years of their practice, or those planning to go into practice for themselves.

Educational seminars cover business topics such as:

- Strategies to minimize your personal and business taxes
- Practice start-up -- choice of entity type, PC, PA. S Corp., C Corp, LLC, PLLC
- Understanding Basic accounting and payroll for your practice
- Employment contracts / partnership
- Self-employment status & related IRS tax issues
- Equipment purchase Vs. lease Vs. finance
- Hiring staff and employment laws
- Billing & collection issues for medical practices
- Understanding Basic asset protection & personal finance strategies
- Financial and retirement planning for doctors
- Investing 101 - understanding asset allocation and portfolio diversification
- Insurance 101 - understanding life and disability insurance products

To schedule a Financial Education Workshop for your organization contact us at 301.220.2131 or toll-free at 1.866.909.1040 or by email.