PLUS… We’ll show you how these happy docs are using their tax savings to retire 5-10 years earlier and make work optional WITHOUT Taking Undue Risks Or Losing Their Hard-Earned Investing Dollars
Watch This Presentation From Vicki Rackner, MD, FACS, To Discover Why Harvesting Tax Savings Is The Key To Growing Your Wealth
Watch This Presentation From Vicki Rackner, MD, FACS To Discover Why Harvesting Tax Savings Is The Key To Growing Your Wealth
“Lauren was instrumental in helping me establish a tax-free pension as well as guiding my wife and I with a plan for retirement by recommending investments that will provide lifetime income and increase that income over time. In addition, the retirement plan Lauren set up for me and my business partners saved us a substantial amount of tax, and I was able to put those sabings toward my retirement. I know Lauren has my best interests at heart.”
Edward P. McHugh, CRNA
“Lauren has always been proactive in helping us protect our investments which is very important to us. She showed us how to diversify our investments outside the stock and bond markets and helped us preserve our portfolio during the last three stock market crashes. Lauren helped us plan for a comfortable retirement by adding multiple sources of predictable income to our portfolio. She truly cares for her clients, and we feel confident that Lauren is watching out for us.”
Him Wing Chan, MD
“Lauren took time to understand my goals, then set up a plan so I would know how much income I could count having when I was ready to retire. Now that I am retired, I am very glad that the investments Lauren recommended are now giving me guaranteed income for the rest of my life. I am truly grateful to Lauren for the planning she did for me to make sure my income would be secure in my retirement.”
Robert C. Geckler, DDS
“As a physician, I received financial advice from Lauren Gidley for the last ten years and can vouch for her character and concern for my future and financial success. I benefitted from her tax saving strategies!”
Nizam Razack, MD
”Living the life of my dreams!”
Know EXACTLY what to do
Money worries disappear
Retire 5-10 years early
Investments designed to beat inflation
Stable, predictable performance
Feel totally in control financially
Finally focus on patients 100% worry-free
Save $50K - $100k+ each year in taxes
Invest and grow your tax savings
Take Financial Control Masterclass
Saturday, December 7th
8AM PT | 11AM ET
Because you worked your whole life for this!
Hi. I’m Lauren Gidley, your instructor. Along with my special guest, Dr. Vicki Rackner we’ll be your co-hosts and guides during this 2½ hour virtual masterclass where you’ll take away a paradigm-shifting approach to wealth building.
Did you know that most self-employed doctors are needlessly paying WAY more taxes than they need to to the IRS?
We know what you’re thinking…
“But my CPA handles all my finances. Isn’t she supposed to be saving me money?”
Yes, they are. And they have your best interests at heart.
BUT…
CPAs are NOT experts on TAX PLANNING or TAX SAVINGS.
And they’re rarely proactive in tax planning.
That’s not their job.
CPAs are trained to do tax prep, financial audits, and analyze reports and records.
Please don’t get me wrong… we’re not bashing CPAs.
However, in our years of experience working with doctors and their CPAs, most of them don’t know HOW to:
Leverage the full power of the tax code
Create tax-saving strategies
Deploy those tax savings wisely
Grow your portfolio
Plan for your retirement
Create a financial plan that’s right for YOU
This isn’t about changing CPAs. This is about learning how to work with your CPA and introducing them to the strategies you’ll discover in this masterclass.
And here’s the good news…
It’s never too late to start.
In fact, NOW is the perfect time to take that extra $50,000, $75,000, $100,000+ that you’re giving to the IRS each year (starting right now in 2024)…
And legally KEEP and GROW it for you, your family, and your future!
So ask yourself…
What would you do with an extra $50,000? $75,000? $100,000+ EACH YEAR?
Here’s the harsh reality…
Taxes are your BIGGEST expense.
Most doctors risk losing literally millions of dollars during their career due to high tax burdens, poor investment choices, and not knowing WHAT YOU DON’T KNOW.
And get this… over 50% of physicians do their own taxes! That’s nuts!
So, as a self-employed doctor…
As someone who serves your patients and community by putting your heart and soul into everything you do…
You deserve to reap the rewards of your hard work.
If you’re making $300,000 a year or more, then this masterclass is for you.
We’ll go a step further and say that this masterclass is a MUST if you want to…
Surgically remove the cancer of unmanaged taxes eroding your financial health and postponing your retirement dreams.
And end the BURNOUT. .
You CAN make more money without working harder. And it’s easier than you think.
By legally and ethically harvesting tax savings, you can start your road to financial recovery and peace of mind.
And that’s exactly what you’ll get when you attend the ‘Take Financial Control LIVE’ masterclass.
During this masterclass, we’re going to show you the steps to start your road to financial wellness and ease your money worries.
We’re going to give you the framework to significantly reduce your tax burden AND protect your wealth from market volatility.
It’s called the 4P ‘Take Financial Control’ System.
You’ll also have the opportunity to get a customized plan to create tax-free retirement income that can help ensure financial independence AND make working in your practice optional.
In just 2½ hours, you’re going to discover how to:
That’s precisely why we created this Masterclass for you.
If what you’re currently doing to prepare for retirement and your future isn’t working…
Then it’s time to do something different…
Something that gets concrete RESULTS!
Did you buy into the Rich Doctor Myth in medical school…only to find out that it actually was a myth?
How would you like to turn it around…and live the life of a ‘rich doctor?’ Let me just say this…it’s never too late to start.
As we peel back the onion during this masterclass…
There’s one thing I’m going to ask of you as you go through each session:
Keep an open mind. Some of the things I’m going to share will be new and unfamiliar to you. Don’t let that stop you. Because on the other side of ‘I don’t know’ or “I don’t think I can do that” is freedom.
Here’s what you’ll learn during Session 1…
9 Big Financial Mistakes Most Doctors Make: Doctors are the experts in their private practice…but not so much when it comes to handling your finances. This is no fault of your own. You simply followed the advice of the ‘experts’ you hired. Let’s stop the bleeding, shall we?
Key Habits of Wealthy Docs: I’m going to reveal the differentiating habits that separate financially successful physicians from struggling physicians. Pay close attention...this could put you on a whole new path.
This is where your new financial present and future begins…and takes off like a rocket.
Like the body and its perfect systems, I’m going to reveal an optimally designed financial system designed specifically for doctors.
Here’s what you’ll learn during Session 2…
4P ‘Take Financial Control’ System Revealed: This is an in-depth look at how this beautifully simple yet highly effective blueprint can help you make work optional. You’ll discover how saving big on taxes and deploying those savings for growth can allow you to retire 5-10 years sooner than you thought possible
Pay Less Taxes…Legally: You’re going to love this because I’m going to reveal how docs like you are saving $50k to $100k+ each year in annual taxes legally. YES!
Protect Your Profits: Here’s how doctors like you are preserving their gains and protecting their profits to help secure their financial future. Learn how you can grow and compound your savings without setbacks.
From Tax Savings To Investment Income: Secure your financial future starting right NOW. Take those 5 and 6 figure annual savings (and quarterly savings) and get them working for you so you can know WHEN you can stop working and still maintain your lifestyle.
Accelerated Wealth: Want my 3 foolproof strategies for setting the foundation for financial security and freedom? You don’t want to miss this session!
Taxes are the bane of every doctor’s existence. Are you ready to stop the gouging?
Then sit up and lean in to discover HOW to stop the IRS from reaching into your pocket once and for all.
Here’s what you’ll discover in Session 3…
6-Figure Savings: You’re going to love this because I’m going to reveal how docs like you are saving $50k to $100k+ each year in annual taxes. YES!
Permanent Tax Reduction: How would you like an extra five and six figures each year in your bank account? Thought so. It’s ‘knock your socks off’ time with these IRS approved tax slashing strategies.
Your CPA and You: I’m just gonna come and say this. Not all CPAs are created equal. They won’t know what I’m about to share with you. So you’ll need to tell them…and then learn how to work with your CPA and implement these strategies with heart.
Feel like you just drank from a fire hose? Is your head spinning with exciting ideas, revelations, possibilities, and questions about your financial future?
Now’s the time to get your burning questions answered by your two whip-smart and experienced co-hosts. Have pen and paper ready!
Nothing Held Back: What’s on your mind? Don’t be shy. Now’s the time to get it all out on the table. Let Lauren and Dr. Rackner steer you in the right direction with proven, sound advice…specifically tailored for YOU, a private practice doctor.
Fire Away: Now’s the time to dispel any concerns and hesitation you might have about tax reduction, tax savings, and wealth preservation.
Insights and Inspiration: The river just doesn’t stop flowing. Get more gold nuggets, diamond strategies, and platinum tips on how you could secure your financial future.
I’m SO excited and thrilled to be your guide during this masterclass.
My passion is delivering a proven SYSTEM to doctors and health care professionals for a better and brighter financial future…beginning today.
And my greatest joy is helping clients and YOU take control of your financial future by showing you the secret to achieving financial independence so you can make work optional.
As an Accredited Investment Fiduciary with 35 years of experience in working with medical and dental professionals, my goal is to help you replace your working income so you have more choices to create the lifestyle you envision for you and your family.
And yes, you can still achieve your dreams by taking action NOW.
In this masterclass, I’ll share the truth about what it takes to achieve financial stability and independence. I’ll expose the 3 Big Problems about traditional investments, the risks involved and how to avoid them, and recommend proven solutions.
I’ll also show you the system we use to help doctors save 5 and 6 figures in taxes each year…the savings of which can be used to build a solid foundation of retirement wealth.
So if you’re a self-employed doc making $300,000 or more, then this masterclass is a must to attend.
As a former breast surgeon turned entrepreneur, Dr. Rackner cracked the code that enabled her to replace her income as a doctor several times over.
As a physician who ran her own private practice and served as the clinical faculty at the University of Washington School of Medicine…
She has unique insights about the challenges physicians face.
Further, Dr. Rackner has interviewed hundreds of doctors about their financial lives…
And reveals those findings in her multiple books:
The Myth of the Rich Doctor, The 9 Money Mistakes Doctors Make, and The TrueWealth Way: How Doctors Can Earn, Spend, Invest and Protect Their Money in Ways that Align with Their Authentic Selves.
Through her company Thriving Doctors, she helps doctors create a life of TrueWealth.
Dr. Rackner can’t wait to share her financial wisdom with you on this masterclass.
Mr. Remis is Founder of The Accounting Doctor and oversees our Tax Research teams. He has been a CPA for over 25 years and specializes in building tax plans that minimize the amount of taxes liabilities for each of his clients.
Prior to founding The Accounting Doctor, Mr. Remis worked as a CFO for both public and privately held companies.
Mr. Remis’s professional background as a CPA includes tax and financial audits of a variety of businesses ranging from small family owned, to global Fortune 500 companies.
In 2017, Mr. Remis won Chief Financial Officer of the Year in the Public Company category from the Financial Executives International Arizona Chapter for his work at InnSuites Hospitality Trust (NYSE Mkt: IHT).
From 2019-2021, Mr. Remis served as President of the Arizona Chapter of the Financial Executives International Group.
Providing highly effective systems and processes that save time, increase revenue and maximize profitability.
Austin is the consummate pro when it comes to moderating virtual events, masterclasses, workshops, trainings, and summits.
As an agency owner who creates massively successful virtual events, he knows more than anyone what it’s like to sit through a boring webinar or painful training.
Austin sets a brilliant tone and pace for his audiences…
To make sure participants get the results they came for.
He’s a master at drawing the best out of his hosts…
While keeping the conversation exciting and the content flowing.
It’s no wonder every audience member walks away saying, “Wow, that was spectacular!”
In addition to being a master moderator and running his own successful agency, Austin is a soon-to-be-dad with his first baby girl. He lives in Florida with his amazing wife and lovable Great Dane
Starts December 7th @ 8AM PT | 11AM ET
Access Includes:
2½ Hour Live Virtual Event Training
4 Jam Packed Session
Real Life Case Studies
4P 'Take Financial Control' System
Digital Book - 9 Money Mistakes Doctors Make
Digital Book - Myth of the Rich Doctor
Digital Book - Your True Wealth Way Workbook
Access to event replays for 7 days
Doctor to Doctor Private Insight Session
Ask Dr. Rackner Live Q&A Session
Starts December 7th @ 8AM PT | 11AM ET
Access Includes:
2½ Hour Live Virtual Event Training
4 Jam Packed Session
Real Life Case Studies
4P 'Take Financial Control' System
Digital Book - 9 Money Mistakes Doctors Make
Digital Book - Myth of the Rich Doctor
Digital Book - Your True Wealth Way Workbook
Access to event replays for 7 days
Doctor to Doctor Private Insight Session
Ask Dr. Rackner Live Q&A Session
Choose Your Success Path…
And slash your taxes starting NOW!
How much longer are you going to NEEDLESSLY pay the IRS $25,000…$50,000… $75,000…or even $100,000 or more each year in excess taxes?
You can LEGALLY put an end to this nonsense starting right NOW!
Really, enough’s enough!
That ‘excess’ can be going into YOUR POCKET!
Now, I realize that your time is precious. You’re a doctor. You work more hours than you can count.
You want to spend your ‘free’ time doing the things YOU want to do…
Like enjoying time with the people you love and doing the things that give you joy and pleasure.
And not waste it on some fluffy webinar or online training.
But what if…
WHAT IF…
You could totally transform your financial PRESENT and FUTURE by spending just a couple hours with me?
Would that be a valuable use of your time?
No filler, no pie-in-the-sky, no BS.
Ask yourself…
Allow us just a little bit of your time and we PROMISE you…
You’ll walk away with eyes wide open to what’s financially possible…
No matter where you are in your career.
No matter how old you are.
That’s our promise to you.
By the end of this short masterclass, you’ll experience a whole new way of looking at what you’re paying in taxes, how to save to a bundle, and what you can do to wisely get those savings growing for you…
So you can have the option to cut your hours or stop working…while maintaining your lifestyle.
And do it without any risky investments.
You’ll discover how to:
Drastically reduce your tax liability
Put those tax savings to work for you
Eliminate financial and mental stress
Slash your taxes starting in 2024
Create the life of your dreams
So if this is you, then click below to register for the masterclass.
Can't wait to share these financial and life-transforming tax strategies with you!
Who is the ‘Take Financial Control LIVE’ Masterclass For?
This masterclass is for self-employed doctors and medical professionals making $300,000 or more in net income who are looking to cut their tax burden, deploy those savings into sound financial instruments, and grow their portfolio so they have the option to retire 5-10 years earlier than expected.
What will I get out of attending this Masterclass?
You’ll get the 4P ‘Take Financial Control’ System and framework that sets the foundation to help you save $50,000…$75,000…even $100,000 or more a year.
When Is the Masterclass?
The 2½ Hour Workshop is Saturday, December 7th, 2024 @ 8AM PT | 11 AM ET.
Do I need to attend the Masterclass to learn how to save a bundle in taxes and invest them to hedge against inflation for retirement?
Not at all. You can do all the research and figure out the system and framework all on your own. However, the information and strategies shared in this masterclass is the most effective way we know of to legally and consistently save five and six figures in annual taxes.
Which Success Path is best?
Whichever path you choose…LIVE or LIVE + REPLAY…it’s best to show up and experience the event LIVE so you get the most out of it. Plus, you get your questions answered in real time! However, we do understand that things come up where you can’t make all or some of the masterclass, so get the LIVE + REPLAY option.
If I love what I get from the Masterclass, will you personally work with me?
We get asked this all the time. We’re very selective about who we work with. Here’s what to do: show up for the entire Take Financial Control LIVE masterclass and let’s see where you are afterward in your desire to go further.
Take Financial Control LIVE!
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