Investing Strategies for Physicians

Investing Strategies for Physicians

Conference

Investing Strategies for Physicians

Schedule

Sea Crest Oceanfront Resort
Falmouth, Massachusetts

Faculty

Saturday, August 14, 2004

Registration Info

Registration Form

PDF of entire brochure

Executive Summary

Investing Strategies for Physicians is an intensive one-day interactive seminar which will give physicians a comprehensive understanding of traditional and nontraditional investment alternatives. Topics that will be covered include: the fundamentals of investing, the advantages and shortcomings of many popular strategies, nontraditional investment alternatives, risk reduction strategies, how to hold and structure your investment portfolios for maximum asset protection and minimum tax liabilities, and how to avoid common mistakes. Physicians will have access to expert independent advice from a financial professional who is not trying to sell them anything. Each physician-attendee will be provided with a detailed seminar manual. There will be ample time set aside for questions and answers. Continental breakfast and lunch with faculty will also be provided. Physician attendees will become far more knowledgeable investors after taking this course.

Learning Objectives
Attendees will learn:

Why the concept of risk vs. reward is so important.
Advanced strategies for diversification which remove unnecessary risk.
Why the stock market dramatically outperforms cash, money markets and bonds over the long haul.
The 3 most common investment mistakes physicians make and how to avoid them.
The potential benefits, costs and risks of numerous traditional investments including securities (stocks, bonds, mutual funds, etc.) real estate, life insurance and annuities.
Advanced techniques to structure a business investment for maximum tax reduction and minimum lawsuit risk.
Procedures and checklists to identify scams and poor investment choices.
The risks and potential rewards of nontraditional investments such as principal protected mutual funds, variable annuities, captive insurance companies, limited liability companies and private insurance contracts.
How to properly incorporate non-traditional investments into a portfolio.
Much, much more

Faculty:

Christopher R. Jarvis, is a financial consultant and prolific lecturer and author in the fields of finance, insurance, risk management, asset protection, and financial planning. Mr. Jarvis has written Risk Management for the Practicing Physician (CME Accredited), The Doctor's Wealth Protection Guide and Wealth Protection: Build and Preserve Your Financial Fortress. He has been quoted in The Wall Street Journal, the Los Angeles Business Journal and has appeared as an expert financial guest on Bloomberg Personal Finance and over 50 radio programs. His articles have appeared in over thirty leading national publications, including Physician's Money Digest, The Detroit Free Press, The Orange County Register, Female Entrepreneur, and MXB Magazine, among others. Chris was also a featured expert on the "Money and Medicine" section of the medical website www.medscape.com. He is a principal of Jarvis & Mandell LLC, a firm specializing in wealth planning for physicians-with offices in Los Angeles and New York and affiliate offices nationwide. Mr. Jarvis holds and honor's degree in applied mathematics from The University of Rhode Island and an M.B.A. in finance and entrepreneurial studies from The Anderson School at UCLA-where he was awarded the Ken Kennedy Fellowship for Entrepreneurial Achievement. Mr. Jarvis is also on numerous charitable boards and committees, including the Sigma Phi Epsilon Educational Foundation and Barlow Respiratory Hospital.

Registration Information: The $395 tuition includes a valuable seminar reference manual, continental breakfast and lunch with faculty, coffee breaks, and a dynamic learning experience.

Saturday, August 14, 2004

7:30-8:00	Registration & Continental Breakfast
8:00-10:00	Fundamentals of Investing Attendees will learn the fundamentals of investment that are covered in graduate management and finance programs. This will include risk vs. reward, the capital asset pricing model, diversification, APT, hedges, and many other topics. This session will be taught in a NON-technical manner and no knowledge or understanding of advanced mathematics (except addition and multiplication) will be needed.
10:00-10:15	Break & Networking Opportunity
10:15-12:00	Traditional Investment Options Mr. Jarvis will explain the most common investments investors utilize. He will compare and contrast fees, costs, benefits, the investor's rights, potential pitfalls and potentials rewards of each type of investment. Traditional investments covered in this section include: common stock, preferred stock, bonds, tax-free bonds, options, futures, mutual funds, money market funds, real estate investment trusts, real estate, life insurance, certificates of deposit, precious metals and international investments.
12:00-1:00	Lunch with Faculty (Provided)
1:00-2:00	How to Avoid the Three Most Common Investment Mistakes By Physicians Attendees will learn how violation of the principles discussed in the first session can lead to major disasters for physicians. Particular attention to taxes, excessive risk and poorly-planned investments will be given. Limited partnerships, scams, and other traditionally poor physician investments will be discussed and specific strategies for avoiding all of these mistakes will be provided.
2:00-3:00	Nontraditional Investment Options Less traditional investment options and strategies that avoid common pitfalls will be explained. The advantages and disadvantages of nontraditional life insurance products will be explained. Principal-protected mutual funds and variable annuity investment alternatives will be compared and contrasted. There will also be a detailed discussion of further nontraditional investment alternatives such as captive insurance companies, limited liability companies, private insurance contracts, etc. and how these may provide ancillary financial planning benefits in addition to the desired investment gains.
3:00-3:15	Break and Networking Opportunity
3:15-5:00	Case Studies & Concluding Action Steps Mr. Jarvis will present and analyze numerous case studies. Each will demonstrate the successful implementation of advanced investment strategies for physicians and their medical practices. Mr. Jarvis will provide a detailed, specific analysis of the risks, costs and benefits in each example. Mr. Jarvis will conclude by working with the attendees to utilize what they have learned and develop a list of bullet-point financial strategies and action steps that they can implement upon their return from the seminar.