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YPS Presents: How to Build and Protect Your Wealth as a Young Plastic Surgeon


Speakers: Lawrence B. Keller, CFP®, CLU®, ChFC®, RHU®, LUTCF

Description: This complimentary webinar will cover retirement planning vehicles to include, but will not be limited to using IRAs (Traditional and Roth), SEPs, 403(b) Plans, 401(k) Plans, 457(b) Plans, Profit Sharing Plans, the rules associated with them, their contribution limits and why saving early is important. How to properly structure your investment portfolio using asset allocation, funding for college education(s), how to properly structure your disability and life insurance policies to best protect yourself and your practice.

Lawrence B. Keller is a CERTIFIED FINANCIAL PLANNER™ professional and the founder of Physician Financial Services, a company dealing exclusively with the financial needs and concerns of members of the medical profession. Mr. Keller has spent the last twenty five years providing insurance and investment products and services to resident, fellow and attending physicians. Mr. Keller is continuously conducting seminars dealing with issues such as income protection, wealth accumulation and asset protection. He has been quoted in Medical Economics Magazine, and has written articles for a myriad of medical publications which include Plastic Surgery Practice and Plastic Surgery News Magazines. He also contributed to the book The Business Of Plastic Surgery: Navigating A Successful Career and is the author of PLAN FOR SUCCESS, a guide to financial management, published by the American Society of Plastic Surgeons.