Webinar: Exiting the White Coat: Designing your next Chapter by Journey Wealth

About This Webinar

Feeling overwhelmed by the prospect of retirement?

For physicians like you, 'Exiting the White Coat: Designing Your Next Chapter' is the webinar designed to bring clarity and control to your financial future.

Journey Wealth will introduce you to the Physician's Wealth T.R.A.C.K.™ system, a strategic framework that exposes inefficiencies and delivers actionable strategies. Learn how to position your money to serve your purpose and protect your freedom so that you can decide from strength, not pressure.

**All registrants will receive a copy of the Workbook "Exiting the White Coat: Designing Your Next Chapter."

**Plus, bring your most pressing questions for our live 'Ask Me Anything' session with Founding Partner and Private Wealth Advisor Josh Taffer, CPWA®, CEPA®.

Register now to begin designing a personalized path forward.

Agenda

Taxes in Retirement
How much could my retirement cost?
What number do I need to retire?
Should I do Roth conversions?
Do I need a trust?
Ask me anything

Presenters

Josh Taffer, CPWA®, CEPA®

Founding Partner and Private Wealth Advisor

Josh brings a unique blend of disciplined strategic thinking, honed as a U.S. Naval Academy graduate and former Surface Warfare Officer, combined with advanced financial expertise, demonstrated by his Certified Private Wealth Advisor® (CPWA®) and Certified Exit Planning Advisor (CEPA®) designations. With experience advising high-net-worth clients at top levels within major financial Institutions, Josh focuses on implementing holistic plans designed
to minimize taxes, mitigate risk, and optimize wealth growth for Physicians navigating significant financial milestones. He co-founded Journey Wealth to create an environment centered on proactive service and personalized client success.

Journey Wealth Strategies

Founding Partners

Journey Wealth Strategies is a leading financial planning firm serving physicians and medical professionals across Mississippi. As the only financial planning partner of the MSMA, they are committed to providing unbiased, tailored advice to help clients achieve their financial goals. You might have seen them on TV on WLBT or at an MSMA, MAFP, MOMA, or AMA event. Dave wrote the book, “One Decision Can,” and Josh has been featured in Kiplinger.

Insurance products are offered through the insurance business Journey Wealth Strategies. Journey Wealth Strategies is also an Investment Advisory practice that offers products and services through Signal Advisors Wealth, LLC (Signal Wealth), an SEC Registered Investment Adviser. Signal Wealth does not offer insurance products. The insurance products offered by Journey Wealth Strategies are not subject to investment adviser requirements.