D. Lane Stephens, CLU and Sally Putnam, CFP
Principal Financial Group

CMEs: 2 General

Topic: Protecting You and Your Practice from the “what ifs”


Asking the questions and providing the solutions that the doctor rarely has time to think about until 2 AM.

Learning Objectives: Attendees will learn to…

  • How to protect their incomes should they be sick or hurt
  • How to protect their retirement dreams
  • Keeping the practice open if they are sick or hurt
  • Getting the value of their business should they become disabled, die or retire
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