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Speaking Engagements
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Let Doctorwealth.com LLC SM deliver a workshop for your next association conference or group meeting. We have programs developed to address concerns of Physicians and Dentists, and are pursuing CME / CE accreditation with the AAFP, AMA and ADA. If we don't have an existing workshop to address your concern, we will investigate developing one.
Many of our programs are based on the information you may have read about in one of our nationally-published articles. In general, we deliver workshops and speaking programs on the following topics: Asset Protection (business and/ or Personal) for the Doctor; Asset Management and Financial Planning; Equipment Purchasing (how to save money when making large purchases).
Doctors - Specialists in particular - please don't forget that the source of your referrals will appreciate you providing them with a workshop that will help the profitability of their practice and / or personal wealth. This goodwill earns more gratitude than a dinner for two or a flower basket.
Whether you are planning an annual association conference or a study group meeting, we will work with you to deliver a program that meets your needs and budget. To arrange a speaking engagement for your next conference or meeting, please call us at 919 654 7321.
| Scheduled Engagements |
| August 15th 2008 | Duke University | | Carolinas Occupational & Environmental Medicine Association. |
| May 2007 | American Urological Association (AUA) | | National Association Annual Conference. |
| January 2007 | North Carolina Foot & Ankle Society (NCFAS) |
| December 2006 | North Carolina Academy of Family Physicians (NCAFP) |
| State Association Winter Conference. |
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Disclosure
Doctorwealth.com SM, LLC (DWC) is a Registered Investment Advisory firm located in Cary, North Carolina. We do not provide investment advice from this website. The website is intended to provide general information about our services. The website provides copies of articles we have published and retained copyright. Advice is only provided when:
1. We provide a disclosure statement to the client.
2. Execution of Engagement Agreement, Investment Advisory Agreement, and Asset Management Agreement is done.
3. Payment of a planning or investment advisory fee is received.
DWC will conduct business in states where it is registered. DWC will provide a copy of our fee schedule upon written request. We make no representation for the accuracy of information provided on sites linked to our website.
DWC uses Ameritrade for custody and brokerage services. DWC receives no remuneration from Ameritrade indirectly for services provided to clients. All fees (custody, trading, any other) charged by Ameritrade on the client’s account are direct, and in no way involve DWC. DWC will not have custody and will not have discretion of client assets.
DWC may recommend Mutual Funds from Dimensional Fund Advisors (DFA). DWC receives no remuneration whatsoever from DFA. DWC is in no way affiliated with DFA. Doctorwealth.com LLC is owned by Triangle Wealth Management LLC.
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