Prepare for the future you want with financial planning solutions that help you reach your goals. and get some help with financial planning today!
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Learn everything you need to start, build and manage your practice.
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Only about 20% of physicians feel very confident they are making the best personal financial decisions. We're changing that.
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Our team has helped physicians in all 50 states better understand their unique financial situations.
Filling The Gap Between Medical Training And Business Training
Whether on-site or via live virtual session, our educational sessions are tailored to fill the gap between medical training and business training and provide physicians with practical advice and strategies to help make sound financial, legal and business decisions. Please note that On-Site Sessions are dependent on the availability of our advisors and we typically recommend scheduling at least two months in advance.
If you are interested in having our team provide an educational session on specific medical, legal or financial topics that are relevant to residents and fellows, please contact our team to discuss planning a tailored session for your program.
Below are the topics that our team is prepared to present, please pick three bullet points from any category that you would like to be included in your presentation:
Our team has worked with residency and fellowship programs from around the world, including these top institutes:
