Estate Planning Essentials for Atrium Physicians

How to Succeed with Your Retirement Plans in 2024

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Tuesday, May 21st

12:00 EST  |  

Join us for a 20-minute lunch and learn webinar to better understand the essentials of estate planning. Most importantly, bring all your questions for us to answer.

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Host: Benjamin T. Dolan, CFP®

President and Founder of Dolan Capital Advisors, Inc.

Presenter: Ryan Monk

President of Monk Law Firm, PLLC

With more than 25 years of experience in the financial industry, she has a diverse background that makes her especially skilled as a financial advisor. Prior to working at Merrill as an advisor, she was Director of Global Trading for Capital Institutional Services in Dallas. Today, Joanna focuses on helping clients build effective, long-term holistic financial plans including retirement preparation and strategy, estate and legacy planning services and multigenerational wealth management.  She is dedicated to guiding her clients through the complexities of wealth management. She is committed to providing her clients with the highest level of personal service and a goals-based strategy to pursue their financial goals.

Joanna earned her MBA and Bachelor’s degrees from Dallas Baptist University, where she is an adjunct professor in the school of business. Additionally, Joanna serves on the Women's Auxiliary Board at DBU and as a member of The National Organization of Investment Professionals NOIP.  She holds the Series 3, 4, 7, 8, 24, 53, 55, 63 and 65 FINRA registrations and is licensed as a Life and Health Insurance Agent in Texas.

Joanna enjoys traveling and spending time at the lake with her two children, Tristan and Jourdyn. She previously served as a board trustee for the Scurry – Rosser Independent School District and is an active member of Mt. Olive Baptist Church in Scurry, Texas.

Johnathan Rankin founded Theorem Wealth Management, a retirement focused wealth management firm, after a 12-year tenure at Merrill Lynch, where he was a First Vice President. He also held numerous leadership roles, including Resident Director, where he oversaw an office managing $9 billion in client assets. He found that he was able to deliver the most value to clients by systematically managing not only their plans and investments, but also their stress and anxiety around goals like retirement. For the past 15 years he has help clients manage every step of the retirement process.

Johnathan is a Chartered Retirement Planning Counselor℠ and a graduate of California State University, Sacramento, where he earned a degree in Economics with a focus on business management. In 2019 he was named a Forbes Best-in-State Next Generation Wealth Advisor*, an accolade that represents both quantitative and qualitative achievements in his work within the wealth services field.

Description

In this webinar, Benjamin Dolan, President of Dolan Capital Advisors, Inc., and Ryan Monk, President of Monk Law Firm, PLLC will discuss essential estate planning tools that every physician needs in their estate plan.

Some common questions that will be addressed include:
  • Do I need a revocable trust?
  • How do I make sure my kids don’t waste their inheritance?
  • Do I need to worry about estate taxes?
  • How does my 401K or IRA fit into my estate plan?
  • Can I protect my assets from a lawsuit?

Physicians have a LOT on their plate, which doesn’t leave much time for researching what is needed for a thorough estate plan. We will cover the essentials of estate planning and share practical insights on the impact of estate planning for physicians.

We hope you can join us!

Frequently Asked Questions
  • Can I ask questions?
    Absolutely! These sessions are for you. Bring your questions and participate during the Q&A.
  • Do I need to be a client of Dolan Capital Advisors, Inc. to attend?
    Not at all. These webinars are designed for all Atrium Physicians in North Carolina, not just clients of Dolan Capital Advisors, Inc.
  • What if I register but can’t make it?
    No worries! We will record the webinar and send the recording link.
  • Can I invite a friend?
    Certainly. Just give them this website address and ask them to register.
We hope you can join us! Registrants will be notified once the recording is available. You can find all our past webinars here.