Surgeon's Wealth Summit
Presented By:
Welcome to The Surgeon’s Wealth Summit!
I’m Dr. Vasu Kakarlapudi, an Otolaryngologist and Founder and Managing Partner of Apta Investment Group.
Our mission extends beyond offering investment opportunities, it’s about education. We’re dedicated to empower our community of surgeons, guiding them through the intricacies of real estate investment and beyond. Our focus is on building relationships and granting access to exclusive and private investment opportunities typically reserved for the ultra-wealthy.
In the coming months, we’re excited to share more insights and strategies to help you navigate economic seasons. By embracing the principles of ownership, strategic asset allocation, and the pursuit of uncorrelated assets, we believe that you can safeguard your financial future and lay the groundwork for generational wealth and stability.
Featuring content from Creative Planning, one of the nation’s leading registered investment advisors, enables us to provide unparalleled education and insights from their years of expertise and a commitment to excellence. Their comprehensive financial planning-led investment management, retirement planning, estate planning, trust services, tax planning, and family office services deliver a level of understanding and guidance that is unmatched. With more than $300 billion in combined assets under management and advisement across all 50 states and 90 countries as of March 30th, 2024, Creative Planning brings unparalleled expertise to our summit.
Join us as we embark on this journey together, partnering with leaders like Creative Planning to unlock new possibilities and opportunities for financial growth and security.
Session 1
Taxes & Your Wealth: How to Keep More of What’s Yours
Missed our inaugural webinar? No problem! Watch the replay
Taxes can take a huge portion of the retirement savings you’ve been accumulating – and could end up costing you tens of thousands of dollars. That’s why it’s important to incorporate proactive tax strategies into your financial plan.
Creative Planning, incorporates custom strategies into each client’s investment portfolio. Their experienced advisors conduct a thorough analysis of your current finances, future goals, tax situation and overall financial plan. Then, they work with our in-house CPAs, attorneys, insurance specialists and others to help you toward your goals. This approach helps ensure all aspects of your financial life are working together to help you make the most of your wealth.
Session 2
The Election and Your Portfolio: Critical Advice You Need to Know
Feeling the pressure of managing your surgical practice’s wealth amidst the upcoming election buzz? Wondering how political shifts might impact your investment portfolio?
You’re not alone. Many of your surgical colleagues are grappling with similar questions.
Don’t let political worries derail your long-term investment strategy. Creative Planning President and CEO Peter Mallouk shares his advice to help you toward long-term financial success, discussing what really matters when it comes to your portfolio and how to navigate your investments during an election year.
Session 3
Maximizing Retirement Income
Join us for an insightful webinar with Carolyn Frager, a partner and wealth manager at Creative Planning. Carolyn brings over 12 years of experience in advising clients on their financial and retirement plans. In this session, Carolyn will delve into strategies to maximize your retirement income, helping you achieve your desired retirement lifestyle and goals. From assessing your retirement spending needs to sustainable portfolio management and strategic withdrawal strategies, Carolyn will provide valuable insights to ensure your financial security during your retirement years.
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Session 4
3 Critical Investing Mistakes and How to Avoid Them
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Session 5
Strategic Tax Planning is Not the Same as Filing Your Taxes
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Session 6
Wealth Management Techniques for Any Weather
Join our Mailing List to receive information soon on how to register and secure your spot for this must-attend session!
Join us at The Surgeon’s Wealth Summit: Strategies for Tax efficiency and Investment Growth!
We will covered essential topics from taxes and wealth management to retirement planning and investment strategies.
And Stay Tuned, as we continue this educational journey in the coming years!
We are not affiliated with Facebook, and while we offer educational content, we want to clarify that we are not financial advisors. The information we provide is intended for educational purposes only. For personalized financial advice, we recommend consulting with a licensed professional.
Real Surgeons.
Real Personal Fulfillment.
Andrew Gould, M.D.
“Apta Investment Group has earned my trust and I have been very pleased with my multifamily investment. I appreciate all the detailed analysis that goes into acquiring and managing these assets. I will continue to put my trust in Apta.”
Colin Neumann, M.D.
“As a young surgeon, I was looking for ways I could use my career earnings to generate passive income. Vasu has mentored me in commercial real estate in addition to being my partner in Advanced ENT & Allergy. Apta Investment Group has earned my trust and been successful in helping me diversify my portfolio into multifamily and has already generated passive income for me. They have got a great team assembled, and I look forward to growth of my existing investment with Apta and future ones as well.”
Gregory Abbas, M.D.
“I am an otolaryngologist in the middle of my career and have always looked for ways to diversify my investments outside of a typical stock and bond portfolio to create tax-advantaged passive income now and for my retirement. Vasu and I have served on the board of our practice for many years, and he has been passionate about real estate and helped us develop multiple medical offices, which have been quite successful. He is trustworthy and knows multifamily real estate. My investment with Apta Investment Group generated passive income for me from the very first quarter post acquisition. Given these uncertain times, I appreciate my safe multifamily investment with Apta.”
Eric Carter, M.D.
“I am a practice partner and long-time friend of Vasu. I invested with Apta Investment Group because of the depth and experience of the team in all areas of multifamily. I trust them implicitly and am grateful for the current and future passive income and all the tax advantages. As a surgeon, I appreciate the data-driven demographic analysis that goes into Apta’s investments and look forward to future opportunities with Apta.”
Krishna Konijeti, M.D.
“Vasu and I have been childhood friends, and he has always been very trustworthy and smart with investing. I have been partners with him on real estate ventures for many years, and they have all been profitable. My investment with Apta has delivered exactly as outlined, and I look forward to future growth. Simply put, Vasu and Apta know what they are doing, and I am excited to be an investment partner.”