Virtual Events

As a medical professional in 2021, having spare time is a luxury; but what if you could free up your time by investing in multifamily real estate? Private placements offer a hands-off way for medical professionals to invest in the real estate sector. No managing tenants, toilets, or termites. Let professional teams do the heavy lifting, so you can focus more time on what you love and enjoy.

In this exclusive webinar, we're joined by full-time multifamily investor Travis Watts as he shares how to be an investor, not a landlord. Learn how to build passive income, gain tax advantages, diversify from the stock market, and build long-term wealth using multifamily private placements.



Ashcroft Capital is a national multifamily investment firm with $1.5B of assets under management. Ashcroft is focused on major metropolitan statistical areas (MSA’s) which demonstrate consistent rent growth, low vacancy and a growing Real GDP. Established as a premiere multifamily boutique firm with nimble investment sourcing, structuring, execution and asset management capabilities. Ashcroft is a highly skilled and deeply focused real estate investment manager with the flexibility to scale and cater to investor preferences

 is the Director of Investor Relations at Ashcroft Capital and a multifamily apartment investor. He has been investing in real estate since 2009 in multi-family, single-family, and vacation rentals. Mr. Watts dedicates his time to educating others who are looking to be more "hands-off" in real estate.

How Physicians Can Invest in Real Estate Without Being a Landlord

Did you know that a successful transition to the concierge practice model often takes three or more months to complete before launch?

Listen in as three concierge physicians who recently transitioned their practices describe the critical steps and lessons learned from their experience. The physicians will also discuss what led them to consider a membership model and why they chose to make the transition with the help of Specialdocs Consultants.

Specialdocs Consultants empowers physicians to create successful concierge medicine practices through our proven transition and practice-growth strategies.

became the CEO of Specialdocs in spring of 2016 and has over three decades of healthcare leadership experience. His vision of concierge medicine as an innovative and sustainable model for healthcare's future began in 1999 when he first learned of the business from industry pioneers.

, is an Internist in Beverly, MA. Dr. Golden launched his concierge practice, Michael Golden Personalized Medicine, in August of 2021. Dr. Golden graduated from Dartmouth Medical School in 1993. He completed his residency at the University of Massachusetts Medical Center in 1996. He is board certified from the American Board of Internal Medicine.

, is an Internist in St. Louis, MO. Dr. Loden launched her concierge practice, Vitality Medical and Wellness Consulting, in June of 2021. Dr. Loden graduated with honors from both Missouri State University and the University Of Missouri School Of Medicine. She completed her residency at Weill Cornell Medical Center in New York City. Dr. Loden is a Fellow of the American College of Physicians. She also earned her MBA from Washington University in Saint Louis.

, is an OB/GYN in Tarzana, CA. Dr. Perlow launched her concierge practice, Perlow Health and Wellness, in June of 2020.

Dr. Perlow was a Labor & Delivery Nurse while completing her degree in Cellular and Molecular Biology from California State University Northridge in 1987. She attended Western University Health Sciences in Pomona to achieve her Doctor of Osteopathic Medicine degree in 1993.

Dr. Perlow is board certified in Obstetrics & Gynecology from the American Congress of Obstetricians & Gynecologists. She is a former Vice-Chief of Obstetrics & Gynecology at what is now Providence Tarzana Medical Center and a current Fellow of the American Congress of Obstetrics & Gynecology.

 became the CEO of Specialdocs in spring of 2016 and has over three decades of healthcare leadership experience. His vision of concierge medicine as an innovative and sustainable model for healthcare's future began in 1999 when he first learned of the business from industry pioneers.

Mapping Out Your 2022 Transition to Concierge Medicine

Financial planning is key to achieving your short- and long-term goals. 

® Editorial Director Chris Mazzolini joins experts from Wall Street Alliance Group to provide you with insight to help plan for your financial future.

This enlightening discussion will explore the upcoming changes to income tax law and how it will impact high earners like physicians and dentists, discover potential challenges and solutions regarding the recently passed SECURE Act, and understand available financial support resources.

Planning for a stress-free financial future starts now. Register today to receive insight critical to your capital!

Wall Street Alliance Group offers securities through and is separate from Securities America, Inc. Member SIPC.

 is a partner at Wall Street Alliance Group. He holds a Bachelor’s degree from the University of Nevada, Reno and has been awarded the Behavioral Financial Advisor (BFA) designation. Syed’s articles and interviews about asset protection and common financial mistakes by physicians were published in Medscape, Medical Economics and MedPage Today. He is the author of "8 Mistakes to Avoid When Administering a 401(k) Plan" and "SECURE Act 2.0 Could Be a Game Changer for Retirement Planning." Syed specializes in ERISA 401(k)s as well as defined benefit plans and his publications and quotes are in Forbes, USNews, KevinMD, PLANSPONSOR, 401(k) Specialist and BenefitsPRO. He holds the FINRA Series 7, FINRA Series 63 and FINRA Series 66 licenses along with licenses for life, disability and long-term care insurance. 

 is a partner at Wall Street Alliance Group. He holds a Bachelor’s degree in Economics and Management from the University of London and an MBA in Finance from the State University of New York at Buffalo. Aadil is a nationally recognized speaker who gives talks across the country on the importance of financial planning. He has appeared on Bloomberg, Yahoo Finance, Cheddar News and TD Ameritrade Network as well as been quoted in prominent publications like Reuters. Aadil has been a featured speaker at PEER Talks which are TED Talks for Securities America where top advisors are invited to share their insights. He holds the FINRA Series 7, FINRA Series 63 and FINRA Series 66 licenses along with licenses for life, disability and long-term care insurance. 

. Prior to his current role, he served as managing editor of 

® and, before that, worked as a newspaper reporter for six years. He has a Masters in Journalism from Northwestern University and a bachelors in political science from Kenyon College.

Biden's Tax Proposal and Effect on Financial Planning for Physicians

In this webinar gain an understanding on the growth in the number of physicians dispensing supplements and the size of the practitioner channel:

Ever-growing evidence base supporting the use of supplements

Acceleration provided by COVID-19 for immune support

 has dedicated most of the last 20 years to intensively researching and synthesizing new approaches to accelerate the application of emerging science and research in the day-to-day practice of primary care and personal health management. He is a healthcare entrepreneur with an impressive record of catalyzing innovative clinical and practice management businesses that serve providers, payers, patients and industry including:


VirtualPractices.org, an initiative to support healthcare practitioners in reinventing their practices and patient experience design for the post-COVID Era;

LeadHealth (acquired in 2019 by Empowered Education) the first employer health organization dedicated to utilizing Functional Medicine and chronic disease-focused bundled episodes of care to reduce healthcare costs for self-insured employers and health plans;

LivingMatrix, the most widely used patient information management system by Functional Medicine practitioners (acquired in 2019 by Nestle Health Science); and

Liberty Direct, the nation’s first ACA exempt, DPC-integrated medical cost sharing program, (acquired by Liberty Healthshare in 2016).

Tom is a founding partner of OvationLab and in addition to a number of business advisory roles, he serves as a member of the Board of the American Nutrition Association; an industry strategy advisor to the Institute for Functional Medicine; a member of the Leadership Council for the Personalized Lifestyle Medicine Institute; and served for nearly ten years, as the Executive Director and Chief Strategy Officer of the American Academy of Private Physicians, the national professional association for concierge and direct primary care (DPC) physicians.





 is a seasoned Chief Executive, Board Chair, Visionary, and Strategic Advisor who has successfully led large-scale strategic, collaborative, and global development initiatives for leading Functional Medicine professional education and training organizations, health care systems, entrepreneurs, and industry leaders.

Laurie's 30-year track record of accomplishments in Health and Wellness, Functional Medicine, Public Health, Personalized Nutrition, Science-Based Natural Medicine, Process and Strategic Planning, and Complex Dialogue Facilitation have served to advance and significantly expand the awareness, reach, and traction of functional medicine and personalized nutrition.

Laurie's Strategic Advisory Roles include: Functional Medicine, Personalized Lifestyle Medicine, Personalized Nutrition, Health Coaching, Community and Public Health, Natural Products, Health and Wellness Programs, Digital and Remote Tracking Technologies.





 is a Family Medicine Physician who practices Integrative and Functional Medicine in Scottsdale. He practiced at Mayo Clinic for over 20 years during which time he was Clinical Practice Chair for the Department of Family Medicine, Chair of the NeuroPsychiatric Medicine Group and Medical Editor of the Mayo Clinic Health Letter. Dr. Sheeler is also certified in Functional Medicine by the Institute of Functional Medicine and serves on Emerson’s Medical Advisory Board.





For over 40 years, Emerson Ecologics has been a vital link between healthcare practitioners and their patients.

Founded by our mission to empower healthcare professionals to succeed in improving patient lives, we provide access to the highest quality professional-grade supplements, clinical education resources and innovative technological solutions such as our virtual dispensary, Wellevate.




- Professional-grade vitamins and supplements at wholesale prices
- 350+ brands in-stock and ready to ship to your clinic or patients
- Ensuring the highest level of quality with the Emerson Quality Program (EQP®)
- Free virtual dispensary, Wellevate, so your patients can purchase their treatment plan from you, from anywhere, on any device

Join us to learn How to Replicate the Secrets of 2020’s Highest Performing Practices!

Billing with ease. How to get reimbursed through RPM in 2021 with, chronic care management, and other virtual care utilizing CMS guidelines. Learn how Vivify Health enables billing, tracking and reporting with ease.




Bill Paschall joined Vivify Health in early 2013, and serves as VP, Business Development. As a member of the senior leadership team, Bill has the direct role of managing and expanding strategic partnerships and international opportunities, defining business goals, and managing channel partner contracts and relations.

Bill also maintains subject matter expertise in industry policy, trends and market drivers impacting the growing demand for telehealth and RPM in general, and Vivify’s technology development specifically. Bill has been heavily involved in Telemedicine and Telehealth for over two decades, and remote patient monitoring for over 12 years; and has served the American Telemedicine Association as a board member, and as Chair of the Industry Council.

Prior to Vivify Health, Bill spearheaded healthcare initiatives for 6 ½ years with AT&T as Director of Healthcare Applications and Senior Manager of the mHealth Solutions Practice. He has over 30 years of healthcare experience including scrubbing in as a surgical tech in the OR, administrator of a medical clinic, medical device and capital equipment sales in ENT and Ophthalmology, Product Development and Marketing Management and served as the nationwide Sales Director for a medical software company. Bill is a Current Advisory Board Member of the following companies: American Doctors Online, Welcome Home Health, Operational Strategies, and Inbound Interactive.

Getting reimbursed for remote patient monitoring in 2021

If you are currently employed in a large practice or health system or looking to relocate: listen in as our panelists discuss the process to value, finance and benefit from purchasing a thriving membership-based practice.

Current opportunities include:


Buy an independent, membership-based primary care practice owned by doctors planning to retire in the next 1-2 years.

Join successful, membership-based groups with a sub set of doctors nearing retirement.



Natasha Beauvais, MD, is a Family Medicine physician in a group practice in Alexandria, VA. She acquired her concierge practice from a retiring physician in 2015.

Dr. Beauvais has been practicing medicine in Virginia and Washington DC for 18 years. She is board-certified in Family Medicine. She received her Medical Doctorate and Master of Public Health from the University of Connecticut School of Medicine and did her residency at SUNY Stony Brook and Mount Sinai School of Medicine’s Jamaica Hospital Family Practice in New York City.

Dr. Beauvais was named a Washingtonian Top Doc in 2020. She’s a co-founder of Women’s Mentoring Program at the American Medical Women’s Association for the University of Connecticut School of Medicine and recipient of the Joseph Collins Award for Excellence in Arts and Letters.
She believes that people are happier when they continue to develop throughout every stage of life. She advocates for all health providers and every staff member to continually evolve. She sees concierge medicine as a foundation for both clinical excellence and a platform for pursuing untapped professional potential.







Claudia Perdei, MD, is a Family Medicine physician in Delray Beach, FL. She acquired her concierge practice from a retiring physician in 2018.
Dr. Perdei has 15 years of experience in healthcare and has been in private practice since 2010. She is board-certified in Family Medicine. She received her medical degree from Western University "Vasile Goldis" College of Medicine and did her residency at Tallahassee Memorial Healthcare Center Family Residency program.

She has received Top Doctor awards from America's Most Honored Professional in 2018 and every year since 2017 from Castle Connolly and the Boca Raton Observer.







Chris Staples, CFP®, AIF®, is the owner of Wealth 360, a Financial Planning and Wealth Management firm based in Buford, Georgia. Chris works with individuals, families, and business owners who desire to grow and protect their wealth through customized financial plans and investment portfolios. He has helped physicians understand multiple valuation models and how to price and sell their medical practice.








Terry became the CEO of Specialdocs in spring of 2016 and has over three decades of healthcare leadership experience. His vision of concierge medicine as an innovative and sustainable model for healthcare's future began in 1999 when he first learned of the business from industry pioneers.

Acquire a legacy of success: How doctors are purchasing thriving membership practices

Despite the expanding reach of today’s digital revolution, many physicians are still paid by paper and most continue to rely on mail, fax, or email to share critical, claims-supporting documentation with payers. Join Change Healthcare Senior Director Mark Zurline to learn how you can manage electronic payments and payer document transmission needs through a single, secure dashboard to accelerate collections, improve workflow, and reduce costs.


Senior Director of Product Management, Payments

Mark has been with Change Healthcare for over 12 years focusing on Print and Payment services for our Payers. During the past 4 years, he has worked for the Payments Product team where he has developed and enhanced Change Healthcare’s electronic payment solutions. His recent focus has been on National Payments Connector which provides a new secure enrollment experience for providers and offers providers the ability to receive all payments and remittances from our payers through a new secure portal.

Save time, reduce costs and increase workflow efficiencies with electronic payments and claims attachments

As practices and businesses across the globe reopen in a pandemic world, they’re finding one thing in common—their traditional patient experience offerings no longer cut it. Patients have changed, and their expectations have altered significantly.

Join this webinar to learn how practices with a local presence can manage their patient journeys and engagement digitally. Including:

Communicating with patients in their preferred channels

Josh Combe – Director of Healthcare, Podium


Josh Combe comes from a customer experience and customer acquisition background with a primary focus in Healthcare. He currently oversees Podium’s Healthcare team focused on small to medium sized businesses. Over 35,000 local businesses trust Podium to help them get found, get chosen and get connected to their consumers online. A husband of 10 years and father to two children, Josh spends his free time with his family, enjoying the outdoors, and testing out his remodeling skills (or so he thinks) on their current residence.

Hayley Sonntag – Sr. Marketing Specialist, Podium


Hayley Sonntag has worked in many areas of marketing including demand generation, market research and communications. She works with hundreds of local businesses up their online conversion, increase lead generation, and create a convenient customer journey at every step. When she’s not brushing up on her card game skills, Hayley enjoys seeing the latest movies and hiking in the mountains near her home.

4 tips for engaging the modern patient

We can see the light at the end of the COVID tunnel, but practices are still struggling to get back on their feet. On average, revenue across specialties is down over 35% and a range of studies have shown patients haven’t been getting the care they need to manage chronic and other serious conditions. You need patients to schedule appointments, and you need them to show up on time and prepared. The way you do this has changed during the pandemic because how patients want to communicate and engage has changed. Join us for this data-driven webinar on best practices to ensure patients schedule and don’t cancel, no-show, or show up unprepared.

Lea Chatham, Director of Marketing Programs, SR Health by Solutionreach



Lea Chatham is the Director of Marketing Programs at SR Health by Solutionreach, the leader in patient engagement solutions and innovation. She is responsible for developing educational resources to help healthcare organizations stay connected to patients throughout the care journey. Lea spent over five years leading engagement at a small integrated health system and has over 15 years of experience developing educational content for leading patient engagement, practice management, and EHR companies.




Data driven strategies to keep your schedule full in the post-COVID world

100Plus RPM usage shows improvement in patients' health outcomes: Decrease of 4.7 mmHg in blood pressure, decrease of 7.5 mg/dL in blood glucose and patients >286 lbs 8.2 lbs loss.

If you are interested in improving patient care, generating additional revenue, and keeping your office running efficiently, then this webinar is for you.

You will learn about 

' remote patient monitoring (RPM) comprehensive study proving measurable improvements in patient health outcomes across treated conditions including hypertension, obesity, and diabetes. These quantitative patient outcomes provide credible data on patient progression and practitioner performance, In addition, 100Plus RPM is the only remote patient monitoring solution to utilize artificial intelligence (AI) to help you attain dramatically higher patient adherence and increase office efficiency while generating additional revenue for your practice.

This webinar will provide you with the knowledge to:

Examine how to improve patient outcomes with AI-powered remote monitoring devices

Analyze how to drive revenue for your practice with RPM CPT codes

Outline how to improve practitioner performance with credible data on patient progression

 is the Consulting Head of Medical at 100Plus

a cardiac electrophysiologist, outcomes researcher, and clinical trialist. He is the Director of the Stanford Center for Digital Health.

leads product and strategy at 100Plus. With a strong background in business operations, finance, and product at companies including Facebook, Oliver Wyman, and Bienville Capital Management, he brings a comprehensive outlook to projects and company leadership. He holds a B.E. in Biomedical Engineering and Engineering Management from Vanderbilt University.

, Director of Sales at 100Plus, has extensive experience in business growth for regulated industries from fin-tech to medical tech space and acting as Managing Partner in private wealth management. Dan currently leads 100Plus' sales team as the Head of Sales.

 is an LVN who has been employed by Greenville Healthcare Associates for the last 7 years. During this time, she has successfully implemented and managed the RPM program for her patients.