Sign Up for the FREE Virtual Event
Are you missing out on massive passive income and tax-saving opportunities?
⚕️Get The Financial Freedom to Practice Medicine on Your Own Terms⚕️
Build Your Passive Income Stream, Make Smarter Investments, and Save Thousands in Taxes Before the Year is Through.
Learn The Wealth Strategy Trifecta and Get the Financial Strategies You Need to Live Your Life The Way You Want.
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Decrease your tax burden by $5,000 before the end of the year (legally). With the right guidance, you’ll save $5,000 + before the end of this year from this summit. 🎯
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Invest in real estate the smart way. Single-family, Airbnb, Multi-family? Listen to the experts on which one to start first and HOW. 💰
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Safe strategies with better returns. Access interviews with physicians who retired in their thirties: learn how they did it, and which investment strategies they actually used. 👩⚕️👨⚕️
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Plus: Alternative investments like real estate, life settlements, Airbnb, passive real estate investing with syndications and funds, private equity, and even ecommerce stores. It’s all laid out so that you can choose the investment strategies that work best for YOU. 🥇
Meet Our Speakers
Dr. Peter Kim, MD
Founding Partner of Ascent Equity Group
How Online Courses Changed My Life!
Lindsey Wendler
Managing Director - Mergers & Acquisitions
Impressive Insights Into Healthcare Mergers And Acquisitions!
Dr. Eric Tait, MD, MBA
President, Vernonville Asset Management
The Hidden Asset Class: Private Notes and Private Debt
Dr. David Draghinas
Founder of Doctor's Unbound Podcast, STR Specialist
What I’ve Learned After Interviewing 200 Doctors on Being Financially Unbound.
Dr. Elaine Stageberg, MD, MHA
Owner, Black Swan Real Estate
Doors to Financial Freedom: Why & How Real Estate Investing Creates Cashflow and Generational Wealth
Dr. David Lubarsky
M.D., M.B.A., Vice Chancellor, Human Health Sciences, CEO UC Davis Health
The Brutal Truth of Healthcare
and How to Prepare
Dr. Andy Harris
Rep. Andy Harris, MD
Learn Why your Highest ROI may be in Political Activism
Jordan Frey
MD, Plastic Surgery
Avoid Investment Pitfalls and Master Your Investor Psychology
Damion Lupo
CCIM, #1 eQRP® expert in America
3 Best Practices for your Retirement Planning inside eQRP
Tom Burns
Founder Rich Doctor LLC/
Orthopedic Surgeon
Why Doctors Don't Get Rich
David Baker
Investment Manager, Life Settlements
Investing into Life Settlements - Safe Returns While Helping Others
Rey Hernandez
President, Global Fox Financial
Ex-Bank President Reveals the ROI behind Hard Money Lending and
Becoming your own Bank
Jefferson DeAngelis
President and Chief Investment Officer at Northwest Passage Capital Advisors
3 Surprising Ways Todays Interest Rates will Affect Your Investments
Kate Mangona, MD
Assistant Professor of Pediatric Radiology and Relationship Life Coach
Medicine, Marriage, Money:
Best Practices When Discussing Finances
in your Relationship
Carl Zoellner
Executive Attorney at Anderson Business Advisors
“5 Surprising Tax Tips Every
Physician Must Know”
Nathaniel Dodson, Esq.
Founding Partner, Dodson Law Group
Save Yourself! Doing Due Diligence on Real Estate Investments
Christopher H. Loo, MD-PhD
Retired Orthopedic Surgeon
and Entrepreneur
Investment Psychology: Worst Doctor Mistakes and Learning Points
Ryan Butz
Portfolio Manager
Clarity Investment Advisors
Portfolio Theory Demystified -
Investments of the Top 0.1%
David Sawyer JD
Partner and Chief Operating Officer
of Legacy Knight
Amazing Facts About Private Equity - Why You Need More in Your Portfolio
David Drake
Chairman of LDJ Capital
What You Need to Know About Bitcoin and Crypto - Fad or Future [2021]
Vineet Goyal
President of VG Financial Group, Expert in Premium Finance of Life Insurance
A Fascinating Behind-The-Scenes look into Dr. Baluch's Leveraged $10M Tax-Free Life Insurance Strategy
Dr. Umar Burney, MD
Founder of Orthopedic Specialists of Dallas and Founder and Managing Partner of Complete Operations Management Solutions
MSO the Wave of the Future to Keep Doctors Independent
Dr. Mike Woo-Ming
Founder of Bootstrap MD
Supercharge your Practice with
Cash-Based Services
JOIN FOR FREE!
Meet Dr. Amir Baluch, MD
Amir Baluch, MD, is an investor, serial entrepreneur, and fund manager at BioWise Capital, LLC. Dr. Baluch has 8 years experience in private equity and securities with series 22 and 63, four years experience under a broker-dealer where he trained to evaluate opportunity, negotiate, mitigate risk, and underwrite.
- Internationally best selling author of the wealth management and investment book “Make It, Keep It – New Age Wealth Strategies for Physicians”
- Dr. Baluch is also a regular contributor to Forbes.
- He and his team have participated in or managed over 80 investment projects, valued over $500M.
- Dr. Baluch is a member of the Texas Hedge Fund Association
- Strategic Advisor to multiple private equity groups and funds such as Angel MD and VIC.
- His other ventures include software development, real estate development, and E-Commerce consulting.
- Dr. Baluch has a degree in Biochemistry from Trinity University and obtained his medical degree from Texas Tech before finishing his anesthesia residency at University of Miami.
Amir’s Story:
I would love for you to join my fight against evil misinformation and transform the lives of other professionals. My parents went bankrupt when I was 21, which is when I started supporting them as well as my brother. My dad who was a doctor as well did not have any financial training, only medical, but that was not enough. That same year I received my rejection letter from all the medical schools. At that age I learned that one stream of income was not enough, and also it wasn’t enough to just make money in a diversified fashion (multiple streams of income), but also how to preserve and keep it (asset protection, tax knowledge). And now it’s time for me to give back in the form of education, charity contributions, and mentorship.
