Keeping You Connected

The LACMA keeps you up to date on the latest news,
policy developments, and events

News

Wealth Optimization Through Advanced Estate and Tax Strategies

Wealth Optimization Through Advanced Estate and Tax Strategies

As a medical professional, your time and money are valuable. That is why one of our top priorities is to address the unnecessary risk that is present in the vast majority of physicians’ financial plans.

This webinar will walk through some of the latest advanced estate and tax strategies and how they work along some of the methods that have been around for ages.

With the one constant in life being change, it's critical for you, as a medical professional, to have a team of professionals who look after your balance sheet to optimize the protection and growth of your most valuable financial assets.

Most people would not go to their primary care doctor for open heart surgery, so why should you trust your unique planning needs to a generalist?

Watch this informative webinar replay by clicking the link below.

Watch Webinar