OBJECTIVES: Upon completion of this activity, the participant should be able to:
1. Describe the principles of low-cost index fund investing, including how it differs from actively managed funds and why it has become a popular strategy among investors
2. Develop smart financial habits in your personal investing strategy, such as paying yourself first, minimizing fees, and understanding the importance of compound interest
3. Choose a well-diversified investment portfolio that balances risk and return, using techniques such as asset allocation and considering your individual financial goals and risk tolerance

FACULTY DISCLOSURE: David Canes, MD, has a 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: J. Scott Thomas, MD; Harry Papaconstantinou, MD; Matthew Fultz, MD and Lonnie Gentry, DLS 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.
Monique Hassan, MD is a proctor and speaker for Intuitive

All relevant financial relationships have been mitigated.

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 Colleen.Jetton@BSWHealth.org

MEETING LINK: 

Session date: 

06/15/2023 - 7:00AM to 8:00AM CDT