Vestia Partner and President, Brad Quick CEPA® and Vestia Partner and Chief Growth Officer Kameron Helmuth CFP® ChFc® recently attended the Foundation for Physician Advancement course in Charlotte. While there, Kameron and Brad were able to speak with multiple doctors who contributed to the information in the Financial Pain Points for Orthopedic Surgeons. 

An online survey was offered to all course participants in a recent Industry Course to gauge what topics would be presumed as the most critical financial pain points for Orthopedic Surgeons. 26 surgeons participated from varying institutions, subspecialties, and career status. Three questions were asked:

1.     When do you go into practice? 

2.     How would you rate your financial knowledge?

3.     What do you feel are the most common financial pain points among Orthopedic Surgeons today? 

In this episode of the Doctor’s Eyes Only Podcast, Kameron and Brad have a conversation about the most recent course for Foundation for Physician Advancement in Charlotte in which they talk about the process of gathering information by way of an online survey. After gathering all of the results, Brad and Kameron then created a white paper titled Building a Successful Practice - Charlotte 2024, Financial Pain Points for Orthopedic Surgeons, and delivered it to those that took the survey. To read the white paper and the results click the link below.

https://www.vestiaadvisors.com/building-a-successful-practice-charlotte-2024/

Investment advisory services offered through Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, and Vestia Advisors, LLC. Securities offered through Ausdal Financial Partners, Inc., 5187 Utica Ridge Rd, Davenport, IA. 52807 (563)326-2064. Member FINRA/SIPC. Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, Vestia Advisors, LLC, and Ausdal Financial Partners, Inc. are independently owned and operated.

This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor.  This information is not an offer or a solicitation to buy or sell securities.  The information contained may have been compiled from third-party sources and is believed to be reliable.