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Resources for Late-Career Physicians

Retirement Distribution Strategies: Series of Seminars

How proper asset selection can reduce risk and taxes in retirement.

Topics Covered:
1. Maximizing Your Cash Flow
2. Reducing Your Investment Risk
3. Minimizing Your Taxes
4. Maximizing Your Social Security

Thursday, November 20
6:00 to 8:00 PM
Mass Medical Society Headquarters
Commonwealth Conference Room
860 Winter Street 
Waltham
Refreshments and Hors D’oeuvres will be served

Spouses/Partners are also invited. Please refer to the seminar you are planning to attend and RSVP to bfalconer@baystatefinancial.com

Business Succession Planning

How to work with legal, accounting and financial professionals who are experienced in the field of succession planning and who can help ensure a seamless, productive, and unifying transition.

How to Maximize Your Social Security Benefits

Learn how with proper planning you can maximize retirement and survivor benefits.

Charitable Giving and Legacy Planning

How to maximize assets to your heirs and charity and reduce estate taxes to zero.

Estate Planning

  • The 5 Estate Planning Documents Everyone Should Have
  • The 5 Common Mistakes of Estate Planning

Contact PIAM

  • Telephone Numbers
781-434-7525 Insurance All Departments
781-434-7398 Medigap, MMS Member Benefits, Health, Financial Services, and Long-Term Care
  • Fax Number
  • 781-434-6929