Physicians Reading Room

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In addition to the Physician's report, we're providing 2 additional educational white papers. We hope you'll find the research in these reports both informative and useful. Simply click on each item to start reading. We recommend you bookmark this page now so you can return to it later if you wish.

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WEALTH PLANNING STRATEGIES
FOR PHYSICIANS

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INTRODUCTION TO
THE HOUSEHOLD ENDOWMENT MODEL®

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T.H.E.M., VENTURE CAPITAL
AND YOUR PORTFOLIO

Interested in discussing how to put The Household Endowment Model® to work in your portfolio?
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White Paper"Wealth Planning Strategies for Physicians"

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White Paper
"Wealth Planning Strategies for Physicians"