Santa Barbara-based financial planner, Mitchell Kauffman, has accepted an invitation from the organizers of the American Society For Dermatologic Surgery National Conference to provide financial insight to dermatologic surgeons in Chicago on October 20, 2010.
With the bottom line and net worth being top of mind for many doctors, Mitch will be participating in a session titled, “Money Management and Retirement Planning: Working Now for the Future you Desire.” For most private practitioners, their practices are one of their biggest investments. Mitchell will offer participants financial skills to better manage, invest and protect their most valuable asset for ongoing patient care. Specifically, in three separate presentations, Mitchell will address:
- Disability Protection: How Can I Make Sure That I Can Cover My Professional And Personal Expenses if I am Unable to Operate?”
- “Investment 101: How Can I Make Sure to Have the Right Investment Mix to Protect Me Against Market Turndown?”
- “Asset Protection and Personal Liability: How You Can Protect Your Personal Savings Against a Liability Claim“
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Mitchell Kauffman is a Certified Financial Planner™. He holds a Master’s Degree in Financial Planning and a Master’s in Business Administration. Kauffman teaches financial planning courses for the University of California Santa Barbara, Pasadena City College, and Santa Barbara City College. With clients throughout the U.S., Kauffman Wealth Services has offices in Santa Barbara and Pasadena. Securities offered through Raymond James Financial Services, Inc., member, FINRA/SIPC.