Spring General Meeting 2018

Spring General Meeting 2018

Monday, April 2, 2018 at 11:00 AM (EST)
to Wednesday, April 4, 2018 at 1:00 PM (EST)
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Home of Jeanne Marlowe
Monday, April 2nd, 2018
11 a.m. - 1 p.m.
RSVP above.
(we do not publish member addresses online) 
you will receive address in your RSVP.

Light bites and mimosas.


1.  Enjoy a mimosa and your friends on a beautiful spring day at the home of Jeanne Marlowe!

2.  Listen to a short, 20 minute speaker presentation on a topic relevant to all of us by special guest, and retired medical oncologist and and financial advisor, Scott Dunbar, MD

3.  Enjoy seeing some modern renditions of the 1920's doo on some select attendees.

4.  Get a chance to a win
at our meetup!

We will have Community Partner, James Griffith Salon's "Gatsby Doo Stylist," Katie O'Brien with us this morning.  She will be showing off modern renditions of the 1920's styles 
on select members who attend.   

James Griffith, Owner, James Griffith Salon 

Gives Thumbs Up to our Opioid and Other Health Project Endeavors!


James Griffith Salon  - Great Gatsby Doo 
in-kind donation recipients


(drawings from:  Welcome Coffee, 1st General Meeting, and mid-year, online survey respondents!)

WIN some of our GALA related prizes
simply by attending meetings,
buying tickets in advance
or assisting us with a wish list item as we announce contests!

"Practice Finance Advice & Finance Concerns Unique to Physicians and Physician Families."

Speaking Topic  -  20 minutes
Are you or your spouse stressed about practice finances?   

Does your spouse feel like they are on a treadmill and has mentioned they think they may never actually retire due to changes in the medical profession?
 I will focus on investing in a way that helps to remove emotions from investing decisions.

We offer a strategy that results in higher yields consistently, with lower risk and lower costs than most money manager platforms. Of course I have to say past performance cannot tell future returns and there is an inherent risk in the stock market.

We offer a complimentary review of your finances and investments, we are able to offer an hour review with our CPA. We also offer an appointment with an estate planning attorney, both of those are complimentary as well.

I want to help doctors and their families develop a cohesive investment plan that can help shape a retirement plan.  Knowing you can retire, even if you don’t choose to is very liberating.

If you are without a plan, getting one set up can allow you to have the power of time and the miracle of compound interest on your side.

Do you know what a fiduciary is, are you paying phantom income tax, have you heard of Dalbar?

Successful investing involves some education and that is a very important in our firm.

There are some unique financial concerns and strategies for physicians and physician families.  We are not always taking advantage of tax loopholes or perhap are not vigilant about all that we should be.   

Retired Medical Oncologist, Scott Dunbar, speaks on lessons he learned on these topics and strategies he's like to share with physician families to lighten the financial and psychological burden many physicians and physician families have have in common.

If you are managing your own practice, or your spouse's practice, we have changed this talk to a lunch hour timeframe for our meetup.  Join us as Dr. Dunbar talks about these issues that affect all of our families!

Scott Dunbar M.D. 

As an avid fly fisherman from New England, I followed a lifelong calling to become a physician.  My family has been very supportive of my career throughout.

My practice was in hematology and medical oncology in Ft. Myers, Florida for 15 years.

After retiring from clinical practice in 2016,  I realized an interest in the world of finance.  I have since become a Fiduciary/Financial Advisor with Vimvest Advisors in Sarasota, Florida.

Within me lives a passion to help people.  My desire lies in guiding them to avoid the pitfalls and decisions that can have a major impact on their investments and financial future.

When it comes to healthcare professionals, I have an especially keen interest in advising my peers to make the best decisions for their situation, as well as protecting their future through informed investment choices.

Undergraduate:  Boston College,  B.S. in Biology, 1992
Magna Cum Laude

Medical School:  Tufts University, M.D. 1996 
AOA Honor Society

Residency and Fellowship, Dartmouth University 
Board certified:  Internal Medicine, Hematology and Medical Oncology 

Series 65 licensed, Insurance 2-15 licensed 
our very own GREAT GATSBY GALA 

Reserve your spot now!

RSVP to our General Meeting above!


Event hosted by

Sarasota County Medical Society Alliance

Sarasota, FL, 34239
Erin Lilly

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