OBJECTIVES: Upon completion of this activity, the participant should be able to:

1. Develop a framework or guideline for personal finance touching on basic principles

2. Define the different retirement accounts and understand options

3. Identify what stocks and bonds are and understand risk vs reward relationship

4. Explain the factors that reduce investment returns

5. Discuss the brief overview of asset allocation

FACULTY DISCLOSURE: Ryan Cory Russell, MD has no relevant financial relationship(s) with companies whose primary business is producing, marketing, selling, re-selling, or distributing healthcare products used by or on patients

PLANNER DISCLOSURE: William Culp, MD and Craig Lilie, MD have no relevant financial relationship(s) to disclose with companies whose primary business is producing, marketing, selling, re-selling, or distributing healthcare products used by or on patients.

ACCREDITATION: The A. Webb Roberts Center for Continuing Medical Education of Baylor Scott & White Health is accredited by the Accreditation Council for Continuing Medical Education (ACCME) to provide continuing medical education for physicians.

DESIGNATION: The A. Webb Roberts Center for Continuing Medical Education of Baylor Scott & White Health designates this live activity for a maximum of 1.0 AMA PRA Category 1 Credit™.  Physicians should claim only the credit commensurate with the extent of their participation in the activity.

For information, please contact [email protected]

MEETING LINK: