Financial Preparedness, Retirement

Millennium Brokerage Group, AMA Insurance sponsor 2016 Physicians Financial Summit to address physicians’ top financial concern–having enough money for retirement

January 25, 2016

CHICAGO—(January 25, 2016) – Extensive research1 conducted by AMA Insurance has uncovered key financial issues facing today’s physicians, including their top concern of having enough money for retirement.  In an ongoing commitment to address these issues through education, AMA Insurance has joined with Millennium Brokerage Group (MBG), a member of its Physicians Financial Partners Program, to sponsor the inaugural 2016 Physicians Financial Summit May 1-4 in Orlando, FL, focused on building and executing a solid retirement plan.

The Summit speakers will present expert financial intelligence, core strategies, and put-in-place tools to help physicians build and sustain a powerful foundation for a healthy retirement. Other Summit sponsors include: AIG, American Medical Association (AMA), Essentials for Physicians, Iron Financial, Mercedes Benz, MetLife, Nationwide Financial, New York Life, Pentegra Retirement Services, Symetra Financial, Transamerica, and US Bank. 

Summit offers practical advice from financial planners; keynote speaker Herb Meyer shares insider’s global perspective

Designed by MBG, the Summit program includes a comprehensive approach to achieving a sound retirement. Veteran financial advisors will share practical advice on four themes: 1) establishing a retirement plan, 2) wealth accumulation strategies, 3) tax efficiencies, and 4) tools, products and techniques to protect a nest egg.  Other topics include “The 6 Costly Mistakes Physicians Make with IRAs,” “How to Bear-Proof Your Retirement Assets,” “How to Fund Long-Term Care -- Without Cratering Your Retirement Assets,” and more.

To overlay a top-down global perspective on current trends and the forces affecting the economy, distinguished speaker Herb Meyer will keynote the Summit with “What in the World Is Going On.” Meyer served during the Reagan Administration as Special Assistant to the Director of Central Intelligence and Vice Chairman of the CIA’s National Intelligence Council. He was also Associate Editor of FORTUNE and has authored several books. 

Special $299/night rate at the Grand Floridian Resort & Spa; Summit registration as low as $595 

An exclusive rate of $299/night at the Grand Floridian Resort & Spa is available for Summit attendees. Space is limited so early registration is encouraged. Discounted Disney theme park tickets are also available to attendees.   

For the program, AMA members can attend for $595 before April 3. The cost to attend after the early bird deadline is $795. Non-AMA members can attend for $895 before April 3, with a standard rate of $1,095 after the early bird deadline. AMA membership is available during registration. Travel and registration expenses may be tax-deductible.

1 Go to: for research reports.


About Millennium Brokerage Group, LLC (MBG):  Millennium is a strategic marketing partner of AMA Insurance in its Physicians Financial Partners program. Founded in 1998, MBG is a leading provider of planning, insurance, and financial services solutions. Millennium has operations with offices delivering advanced underwriting and planning services through advisors, banks, broker dealers, financial professionals, and family offices nationwide. Securities offered through The Leaders Group, Inc., member FINRA / SIPC. Visit

About Physicians Financial Partners: AMA Insurance’s Physicians Financial Partnersprogram is a collaboration with Millennium Brokerage Group to provide access to a nationwide network of independent, local and experienced financial professionals who have undergone a comprehensive due-diligence process. This selection process assures that best-in-class financial professionals become members of the network, and earn the right to be called an approved Physicians Financial Partner.  

About AMA Insurance: Established in 1988 as a wholly owned subsidiary of the American Medical Association, AMA Insurance Agency, Inc. specializes in meeting the insurance and financial services needs of America’s 1,000,000 physicians, both AMA members and non-members. Authorized to conduct business in all 50 states, AMA Insurance offers a portfolio of physician-exclusive disability, life, and health insurance for individuals, medical group practices and other institutions. AMA Insurance’s national reach enables the agency to provide physicians with unique physician-focused coverage at competitive rates from top carriers. For more information, visit

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