Personal Finance & Career Growth Seminar Series
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“I, for one, have often felt underprepared when faced with making career, financial and other life decisions. The Art of Smart, a new interactive seminar series, comes to our rescue. We feature experts who answer audience questions and present information to help us avoid costly mistakes. These experts include financial planners, medical practice attorneys, practice consultants, and life coaches, as well as any professional required to answer queries you send in. We don’t sell or share your information with anyone and you’re under no obligation to buy anything ever. Please join us and do not miss this unique opportunity. What you learn could change your career and life trajectory for the better. Thanks, and I look forward to seeing you at the seminars.”
– Jack Krasuski, MD
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The Art of Smart
Seminars Available Now IN YOUR DASHBOARD |
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Retirement Planning for Physicians – Peter Lazaroff, CFP®Physicians are in some of the highest-paid professions, but they have lower-than-expected wealth. Your unique financial position makes it imperative that you take control of your retirement planning now. |
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How to Avoid Financial Stress & Improve Mental Health – Brent Boden, CFP®Boden’s approach is rooted in the belief that everyone is entitled to high-quality, objective advice. This ethos is a cornerstone of his presentation where he provides actionable insights for achieving financial wellness and enhancing mental health. |
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Telemedicine Revolution: Harnessing the Power for Success in Your Physician Practice – Jayme Matchinski, JD®From legal considerations to practical implementation strategies, this seminar is your gateway to unlocking the full potential of telemedicine in your physician practice. |
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Tree of Life Approach to Making and Keeping New Year’s Resolutions – Jack Krasuski, MDDr. Jack illustrates a way of rethinking your approach to making and keeping New Year’s resolutions. He presents the tree of life as a metaphor, a way of capturing what needs to be done to give resolutions a fighting chance of success. |
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Dos and Don’ts of Setting Up a Group Practice with Colleagues – Jayme Matchinski, JDCovers a range of topics from what to do when hiring new clinicians to resolving disagreements among partners. |
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Keep What You Earn – Tax Planning for the Wise – Gregory Kurinec, CFP®Ensure Uncle Sam takes the smallest bite of your earnings! |
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Avoid Mistakes When Choosing the Right Financial Advisor – Peter Lazaroff, CFA, CFP®Many of us know that we need professional financial advice to achieve our goals, but even knowing where to begin can be a daunting task. Start by listening to our expert as he outlines the basics of your financial journey. |
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Protecting Your Practice: Navigating Regulatory Compliance in the Medical World – Jayme Matchinski, JDRegulatory compliance can be complex and confusing. Participate in this live event to learn how to avoid potential pitfalls in your practice. |
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FIRE: Financial Independence/Retire Early – Dr. Jack KrasuskiDr. Jack Krasuski discusses ways of achieving financial independence early in one’s career, thus allowing early retirement and a shift to other life activities. |
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Master the Art of Negotiating Your Physician Employment Contract – Jayme Matchinski, JD®Unlocking your path to professional and financial success starts at the negotiating table. Learn how to set yourself up for long-term success from medically-focused attorney, Jayme Matchinksi. |
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The Guide to Early Retirement – Peter Lazaroff, CFA, CFP®Early retirement does not have to be a day dream. This seminar takes a deep dive into strategies that will allow you to turn your early retirement dream into reality. |
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Paying Off Your Student Debt – Peter Lazaroff, CFA, CFP®An in-depth discussion on how to reduce your student loan debt and the best way to pay it off to hit your financial goals. More medical professionals than ever are graduating with student debt. |
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Top 5 Habits for Financial Independence – Stephanie McCullough, CEOLearn the 5 super-doable habits that absolutely anyone can do to get on top of your finances, along with a couple of motivation and mindset hacks to make it all feel so much more manageable. |
Jack Krasuski, MD |
Dr. Krasuski brings a wealth of experience and expertise to the field of psychiatry. He has made significant contributions in both research and academia, establishing himself as a respected professional.
During his tenure as a Senior Staff Fellow at the National Institute on Aging, NIH, Dr. Krasuski conducted groundbreaking research in neuroimaging related to dementing disorders. This experience provided him with valuable insights into the intricate workings of the human brain. Additionally, his role as an Assistant Professor at the University of Illinois Hospital and Clinics further enriched his knowledge and allowed him to contribute to the education and training of future medical professionals.
Dr. Krasuski’s exceptional ability to communicate complex concepts with clarity and precision has earned him recognition as a noted educator and speaker. He has a remarkable talent for demystifying difficult and lesser-known topics in psychiatry, ensuring that his audience gains a deep understanding. Currently, he devotes a significant portion of his time to delivering engaging lectures to thousands of physicians annually, sharing his expertise and insights on various psychiatric subjects.
An accomplished professional, Dr. Krasuski has developed over fifty medical education courses each year. This remarkable achievement showcases his commitment to advancing medical knowledge and ensuring that physicians stay informed of the latest developments in their field. Additionally, his extensive experience in business development, entrepreneurship, and public speaking underscores his versatility and expertise beyond the realm of psychiatry.
Dr. Krasuski’s contributions extend beyond his clinical and educational endeavors. He has authored publications on psychotherapies, neuropsychological testing, and board exam strategies, further establishing his authority in the field. His dedication to sharing knowledge and promoting excellence in psychiatric care is evident in his ongoing pursuit of innovative approaches and his commitment to professional development.
In summary, Dr. Krasuski is a highly accomplished professional with a profound impact on the field of psychiatry. Through his research, education, and publications, he continues to shape the industry while serving as an inspiring role model for physicians and healthcare professionals alike.
Jayme Matchinski, JD |
A former vice president of a national health care consulting firm, Jayme has successfully represented health care providers in reimbursement claims against insurance carriers and the Centers for Medicare & Medicaid Services. Physicians and health care systems look to Jayme for guidance on the legal and reimbursement structuring of post-acute venues of care, including sleep disorder centers, rehabilitation hospitals and facilities, ambulatory surgery centers, long-term acute care hospitals, skilled nursing facilities, nursing homes, and assisted living facilities.
Jayme has significant experience in the area of sleep medicine and regularly works with sleep disorder centers, durable medical equipment companies, and other organizations in the sleep medicine space. She has written the “Legal Notes” column in A2Zzz Magazine, a publication of the American Association of Sleep Technologists, where she covers regulatory, reimbursement, compliance, operational, and contract issues that could potentially impact sleep disorder centers.
Jayme’s dedication to various vocational and social causes demonstrates that her people-first approach goes beyond her professional life: She serves on the Board of Directors for the Illinois chapter of the Volunteer Optometric Services to Humanity (VOSH), works with the Heartland Alliance for Human Needs & Human Rights, and is Past Chair of the National Council of the Valparaiso University School of Law.
Peter Lazaroff, CFA, CFP® |
Peter Lazaroff, CFA, CFP® is the Chief Investment Officer at Plancorp, which manages over $5.5 billion of client assets. Peter is known for taking complex financial strategies and sharing them in easy-to-understand language everyone can apply to improve their wealth and financial habits. His insights are regularly seen around the world on major media platforms like The Wall Street Journal, Forbes, CNBC, and The New York Times.
Stephanie McCullough, CEO |
Stephanie founded Sofia Financial in 2011 after 14 years as a financial advisor, with the goal to empower women to make wise financial decisions, address their areas of money stress, and free up their time and mental energy to spend on the things that are truly important. She believes that everyone, regardless of income level, deserves quality, objective advice and excellent service from caring professionals who really listen and are motivated solely by their clients’ success.
Before transitioning into financial services, Stephanie held a wide variety of jobs, including working at the U.S. Department of Commerce in Washington, DC; teaching people more than twice her age how to confidently handle a sailboat at the Annapolis Sailing School; and organizing stimulating educational events for high school students at the World Affairs Council of Philadelphia.
Brent Boden, CFP® |
Brent Boden is a Certified Financial Planner® that brings over 15 years in the financial services industry engaging with the unique needs and goals of medical professionals. Brent is the podcast host and author of an “Physician Financial Checkup: Financial Advice and Education for Medical Professionals”. He has a passion for helping others confidently achieve financial freedom through simple, actionable planning for their
goals.
Brent also holds his CFP®, ChFC®, APMA®, and BFA designations, and earned his bachelor’s degree from the University of Kentucky. He went on to complete his Executive MBA from the Quantic School of Business and Technology.
While Brent does love speaking and guiding other to achieve their goals, he loves his wife and three children more. They live in Edgewood, KY (Greater Cincinnati).
Gregory Kurinec, CFP® |
The common thread that runs through Greg Kurinec’s life is joy in serving others.
As a young boy, it came in the form of helping a neighbor by shoveling snow, mowing a lawn or just bringing in their garbage cans. More recently, it was launching a not-for-profit organization that supports families affected by cancer.
Even better, Greg gets to apply his passion through his work. Since joining Bentron Financial Group, Inc., in 2004, he has helped people at or near retirement. through investment advising, estate planning, risk management and watching out for their overall financial well-being.
A lifelong resident of Orland Park, Greg is a graduate of Purdue University’s College of Consumer and Family Sciences, having earned degrees in Financial Planning and Counseling, as well as Selling and Sales Management. Among the largest of its kind, the College of Consumer and Family Sciences instills in students the paramount importance of forming healthy relationships with families and consumers.
Greg is a Certified Financial Planner®. CFP® professionals must pass the comprehensive CFP® Certification Examination, pass CFP Board’s Fitness Standards for Candidates and Professionals Eligible for Reinstatement, agree to abide by CFP Board’s Code of Ethics and Professional Responsibility and Rules of Conduct which put clients’ interests first and comply with the Financial Planning Practice Standards which spell out what clients should be able to reasonably expect from the financial planning engagement.
Through his “Go to Greg” column in the Naperville Patch, he has educated the public through common concerns—as well as unique circumstances—that have arisen from serving clients on the financial frontlines Greg has also served as an expert source and been quoted in publications ranging from Consumer Affairs and US News and World Reports to Newsday and The Wall Street Journal.
In 2012, after his mother, Jeanne, lost her life to cancer, Greg founded “Jeanne’s Journey for Hope” to help other families battle the disease in its many forms. Since then, the foundation has raised over $100,000 to help families pay hospital and medical bills or as income replacement if the disease has resulted in a loss of employment.