About this event
Join Jorge Sanchez, MD, Leader of PhyOF, Haden Werhan, Senior Tax & Wealth Advisor, and Nick Gizzarelli, Senior Advisor and Retirement Plan Specialist at Earned for a live, interactive panel discussion addressing the key tax, investing, and retirement questions physicians are facing as they plan for 2026.
This session is designed to be highly interactive! When you register, you’ll be invited to pre-submit your questions to help shape the panel discussion around the topics that matter most to you. Throughout the session, the panel will share timely 2026 updates, explain why certain actions deserve attention now, and use live polls and audience questions to tailor the conversation to real-world physician priorities.
What you’ll gain from this session:
- Clear guidance on which 2026 financial decisions warrant early action—and which become more costly if delayed
- Awareness of recent and upcoming tax and retirement planning changes that may affect your current strategy
- A practical way to evaluate whether your tax, investing, and retirement plans are working together—or operating in silos
Hosted by
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External speaker
Jorge Sanchez, M.D. Physician On FireE
After donating his kidney to his mother, Jorge Sanchez became a physician. He was a clinical professor at Rutgers University Medical School. As an internist, he practiced hospital medicine and worked with underserved Latino populations and rural healthcare systems. Previously, he co-founded a hospitalist company spanning South Florida, which he successfully exited. He co-founded Alertive.com with Dr. Nirav Shah and sold it to Carbon Health, allowing him to reach FIRE.
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External speaker
Haden Werhan, CPA/PFS Senior Wealth & Tax Advisor @ EarnedE
Haden has been with Earned since 1998, offering wealth management, accounting, and tax services to successful practitioners. He previously managed and consulted for dental practices, from start-ups to large groups. Haden has lectured on tax, financial planning, and practice management at UCSF, the University of the Pacific, and dental societies. A licensed real estate broker with CPA/PFS credentials, he holds degrees in economics and accounting/taxation. Haden enjoys flying, scuba diving, and swimming in Lafayette, CA.
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Team member
Amber Eckerfield Marketing Manager @ EarnedT
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Team member
Nick GizzarelliT
Nick has more than 15 years of experience in the retirement industry, working with some of the largest retirement plans at Earned. As a key leader in building the enterprise retirement business, he helps expand Earned’s services to new medical groups, offering comprehensive wealth and tax advice to more doctors. An active member of the American Retirement Association, Nick holds multiple designations from the National Association of Plan Advisors and the American Society of Pension Professionals and Actuaries.
Earned
You care for our health. We help you build your wealth.Earned is a fully integrated, technology-driven financial services firm built specifically for healthcare professionals, their families, and their practices. With a tech-forward, human-led approach, Earned is purpose-built to address the unique financial challenges doctors face — such as high taxes,
