Learn, Connect, Elevate
ElevateMD events are physician led—designed to make financial clarity approachable, relevant, and actionable. From small-group workshops to live webinars and social gatherings, each session blends real-world scenarios with physician-specific insights you won't find in generic financial seminars.
Whether you're navigating tax complexity, fine-tuning your investment framework, or simply trying to reclaim more time from the grind, our events give you practical takeaways you can put to work right away. It's not about selling products-it's about building confidence, sharing strategies, and fostering a community of physicians who want their wealth to work as hard as they do.
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Webinar - The Tax Advantage Playbook: How Physicians Can Move from Reactive to Proactive Planning
Too often, physicians treat taxes as a retrospective chore — but that reactive approach can quietly cost hundreds of thousands over a career. In this session, we’ll explore how proactive, year-round tax planning can transform your financial outcomes.
You’ll learn how different types of income are taxed, why timing and structure matter, and how to design a coordinated strategy that keeps more of what you earn. Especially important for incorporated physicians, this session will help you turn tax planning from a source of stress into a strategic advantage.
Stop treating taxes as a bill to be paid — and start treating them as a system to be designed.
Webinar - Federal Budget 2024
During a 45 minute session, I plan to focus on explaining the increase in the inclusion rate on the capital gains tax for corporations and individuals. A deeper dive into its impact and ripple effect on other aspects of our wealth specifically applied to high net worth physicians will be discussed.
Those established physicians with cottages, additional properties such as rental/investment properties and/or seven figures worth of investments may find this talk particularly insightful and even more so if they are incorporated.