The Retirement Income Decision Room for Physicians
Live Virtual Roundtable with Kevin Sullivan, AIF®
37 Years Advising Doctors on Wealth & Income Strategies
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SATURDAY MORNING - MARCH 28th - 10am - 11:30am EDT
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You’ve spent decades mastering clinical precision.
Now the question becomes:
Will your retirement income plan be built with the same level of precision?
Register Now
Too many physicians approach
Retirement income the way patients approach symptoms — reacting instead of operating from a coordinated plan.
- Investment decisions made in isolation
- Market headlines driving emotional adjustments
- Risk tolerance shifting without a defined income strategy
- Multiple accounts but no unified Income System
- Uncertainty around 'How much can I safely take?'
Even highly successful physicians lose thousands — sometimes far more than they ever expected — simply because their income strategy wasn’t engineered properly.
Register Now
Meet Your Host, Kevin Sullivan
Kevin Sullivan, AIF® has been a wealth advisor since July 1989 when the (Dow Jones Industrial average was 2,653 - 7/27/1989) helping clients and physicians with their financial needs and strategies. From his early days with The Prudential, to being an Investment Executive with KeyCorp’s (McDonald Investments), a Wealth Advisor with Bank of America Securities, to opening his own practice in 2007-2025, he joined Warner Wealth, a Registered Investment Advisor firm to continue delivering financial solutions, strategies and educational content to these physicians, aiming to serve them at the highest levels.
Specializing in the medical community, working with doctors, business owners, and retirees, he brings a specific skill set of understanding of their unique needs. Doctors who own medical practices makes them business owners, and that’s the epicenter of the work Kevin pursues.
- He’s an Accredited Investment Fiduciary, AIF ®
- He's an author of the book: “Managing Income in Retirement”
- He’s the creator of the podcast: Physician Wealth Meds – A Wealth Podcast for Doctors
- He’s also designed an online course for doctors: “Building Your Retirement Income Strategy”
If you are within 3 years of transitioning out of full-time practice, or already retired, you need clarity on one critical question:
How will your Income System function once your clinical income stops?
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Will you have enough - will you have a short-fall - will you need to make serious adjustments
or
could you take an extra $100k in retirement each year and just not know it yet! Â
Wouldn't you want to know?
We'll help you go from "I don't know what to do" to "we've already planed for that!"Â
What a better conversation that is!
Where will my
income come
from 1st, 2nd, 3rd?
How will my taxes
be managed
year-by-year?
Will market volatility impact my withdrawals?
What happens
if I come up short?
What are
my adjustment levers?Â
Some say you only have one opportunity to get this right. I've seen many times in my career that the ones who made mistakes early on, it has cost them way more than than they thought!
There's no need for you to work overtime in your own
Income "Operating Room," because this "Decision Room" will bring you the clarity you're looking for! Â
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What We Will Cover in the Live Session
- Overcoming your biggest challenges
- Removing your roadblocks to your Financial Independence
- How other physicians are receiving income
- Emotions of headlines that would disrupt your success
- What an Income System looks like
Kevin Sullivan, AIF® - Accredited Investment Fiduciary / Wealth Advisor, Warner Wealth
Securities offered through LPL Financial - Member FINRA/SIPC. Advisory services offered through Warner Wealth, a registered investment advisor and separate entity from LPL Financial.
