Retirement Planning 101:
A Case Study on the Retirement Planning Process for Atrium Physicians

How to Succeed with Your Retirement Plans in 2024

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Thursday, August 22nd

12:00 EST  |  

Join us for a 20-minute lunch and learn webinar to better understand the essentials of retirement 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.

Michael E. Foster, wealth management advisor at Dolan Capital Advisors.

Presenter: Michael Foster, CFA, CFP®

Wealth Management Advisor at Dolan Capital Advisors, Inc.

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, CFP®, President of DCA, and Michael Foster, CFA, CFP®, Wealth Management Advisor at DCA, will review how their physician clients prepare for and navigate a complicated retirement landscape.

Some common questions that will be addressed include:
  • The Number – How do I figure out “my number” for retirement assets and why?
  • Client Concern - I’d like to retire in the next 10 to 15 years, but unsure if I can do so given my many financial obligations.
  • Retirement Planning - Have confidence in a plan that leads you to and through retirement, which will save you time and reduce stress.
  • Test Your Plan – Let’s review the probability of success for a given retirement income plan and, if not successful, adjust in real time.

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.