You've spent your career caring for others.
It's time someone helped you plan for what comes next.
Join The Owner's Asset & Dr. Paul McHale for a private dinner on November 12, and we'll show you how to turn your largest annual expense, your tax bill, into retirement income you control.
Success shouldn't feel like financial anxiety.
Does this sound familiar?
You dedicated your twenties to education and training and started earning a decade after your peers. Now, you've caught up and hit your max earning potential, but every April most of the surplus leaves in a single check.
You've maxed out the 401(k). You've done what you were told. And you still can't answer the one question that matters: when could I retire, if I wanted to?
The 401(k) was built for employees. You're not one.
If you earn 1099 income or own part of your practice, the tax code treats you as a business owner. That opens a door most physicians are never shown: the 401(a), a defined benefit or cash balance plan designed for owners. Every deduction can fund a retirement asset that belongs to you, creating durable cash flow in retirement. We'll tell you all about your options over dinner.
Event Details:
🗓️ Date: Thursday, November 12, 2026
🕓 Time: 7 PM
📍 Location: The Hidden House
159 West Commonwealth Ave
Chandler, AZ 85225
Three things you'll understand by dessert:
Protection: How physicians use pension structures to add a layer of creditor protection in a profession where malpractice is always a threat.
Income replacement: How a cash balance plan allows you to redirect dollars from your current tax bill into your own future income.
Optionality: How to build different types of income and tax treatment so that you have real choices, both during your earning years and in retirement.
Reserve My Seat
RSVP now to save your place at dinner and start building a retirement plan that works as hard as you do.
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