Total CME Credit Hours: 1 Category II (Informal)
Recent and impending tax reform. Fight for talent. Inflation. Market volatility. Recession fears. Now more than ever doctors need a well-designed strategic financial plan that does not just sit on the table- it needs to be implemented. This presentation will be relevant for new and well-established practices.
This educational presentation will be presented by the VanKoevering Wealth Advisory & Insurance Services at Northwestern Mutual. Sherrie VanKoevering was recently named to the 2022 Top Financial Security Professionals List by Forbes. Sherrie is passionate about education and is a frequently sought-after speaker at professional conferences across the country.
Sherrie has counseled new doctors on budgeting and saving programs including student loan repayment strategies and protection of income. She works with established practices developing a financial plan that can include mitigating taxes, attracting and retaining key employees, and maximizing retirement savings. Drawing from a nationwide team of specialists, she provides clients with business and practice management, estate planning, investment management, and legal and tax planning.
This course was originally presented by Sherry VanKoevering on May 9, 2023 and sponsored by Northwestern Mutual.
| Financial Planning Handout (2.1 MB) | Available after Purchase | ||
| Equity Market Supplement Handout (291.2 KB) | Available after Purchase | ||
| Cash Value Life Insurance Supplement Handout (115.8 KB) | Available after Purchase | ||
| Retirement Option Supplement Handout (48.9 KB) | Available after Purchase | ||
| Asset Class Returns Supplement Handout (38.4 KB) | Available after Purchase | ||
Sherrie is a Magna Cum Laude graduate of the University of California Santa Barbara where she earned a bachelor’s degree in Business Economics and a minor in Technology Entrepreneurship from the College of Engineering. To keep abreast of the marketplace and the evolving needs of her clients, she has continued her education through graduate and professional coursework with the American College of Financial Services and Northwestern University.
Sherrie's father and sister in law are chiropractors in Michigan. Which helps her understand the unique planning needs of chiropractic physicians.
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Jen is a graduate of the University of Illinois Champaign- Urbana where she earned a Bachelor’s degree in communications. She then went on to earn her Master of Business Administration from Olivet Nazarene University. The learning doesn’t stop there, Jen continues to expand her knowledge to stay current in the financial world to best serve her clients.
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