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On Demand

Financial Planning, Wealth Management, and Tax Mitigation for Chiropractic Owners

Total CME Credit Hours: 1 Category II (Informal)

Education Types:
Category II (Informal) |  Practice Management
Sherrie Robért VanKoevering CLTC
1 Hour


Recent and impending tax reform. Fight for talent. Inflation. Market volatility. Recession fears.  Now more than ever doctors need a well-designed strategic financial plan that does not just sit on the table- it needs to be implemented. This presentation will be relevant for new and well-established practices. 

This educational presentation will be presented by the VanKoevering Wealth Advisory & Insurance Services at Northwestern Mutual. Sherrie VanKoevering was recently named to the 2022 Top Financial Security Professionals List by Forbes.  Sherrie is passionate about education and is a frequently sought-after speaker at professional conferences across the country. 

Sherrie has counseled new doctors on budgeting and saving programs including student loan repayment strategies and protection of income.  She works with established practices developing a financial plan that can include mitigating taxes, attracting and retaining key employees, and maximizing retirement savings. Drawing from a nationwide team of specialists, she provides clients with business and practice management, estate planning, investment management, and legal and tax planning.

This course was originally taught by Sherrie VanKoevering on May 9, 2023, and sponsored by Northwestern Mutual




Sherrie Robért VanKoevering CLTC's Profile

Sherrie Robért VanKoevering CLTC Related Seminars and Products

Sherrie is a Magna Cum Laude graduate of the University of California Santa Barbara where she earned a bachelor’s degree in Business Economics and a minor in Technology Entrepreneurship from the College of Engineering. To keep abreast of the marketplace and the evolving needs of her clients, she has continued her education through graduate and professional coursework with the American College of Financial Services and Northwestern University. 

Sherrie's father and sister in law are chiropractors in Michigan. Which helps her understand the unique planning needs of chiropractic physicians. 





Overall:      4.4

Total Reviews: 157


David K - East Dundee, Illinois

"I loved the spirit that the speaker projected in her discussion. It was one of calmness and caring."

Anthony S - St Charles, Illinois


Christopher K - Naperville, Illinois


Petrina J - Hazel Crest, Illinois


Dan O - Lisle, Illinois


Paul R - Effingham, Illinois

"This program sounded more like a sale pitch for the company. I am not against that but I was not expecting this type of program in this setting. I was expecting some useful types to take away in use immediately. "

Thomas S - Libertyville, Illinois

"Good advice if you didn't think this through before. "

John W - Northbrook, Illinois