Prepare Your Physicians
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.
Financial Do’s & Don’ts for Physicians in Training
Physicians are on a unique financial journey with many fiscally lean years during training and often a six-figure debt load. This intensely practical session tackles tough financial choices head-on and is ideal for 1st year residents and 3rd year fellows alike
Plan & Protect Your Income
A physician’s biggest asset is their ability to earn income. You’ve spent time and money on training, that’s why protecting your future income with disability insurance is so important. In this session we discuss the do’s and don’ts to make coverage affordable.
Disability Insurance
This is educational session helps physicians sort through all the options they have when it comes income protection through disability insurance. There are a number of options every physician has through carriers, riders, and features. This presentation helps them step back and sift through all the noise.
After this presentation physicians will come away with:
Contract Pitfalls: The Bold Ramifications of the Fine Print
While physicians in their last 3 years of training are especially interested in evaluating contracts, even 1st year residents would greatly benefit from understanding the changing dynamics of physician contracts. Your physicians will leave this session empowered as they weigh job offers and negotiate terms.
From Residency to Retirement
This popular comprehensive 4-5 hour workshop covers the most important foundational business pieces that all physicians must understand to help achieve success in their practice and personal lives. The interactive workshop provides physicians with in-depth information regarding interview preparation and techniques, how to best structure employment contracts, contract negotiation, common contractual mistakes, income protection strategies, financial planning, tax planning and wealth accumulation.
This workshop can be broken into several smaller sessions depending on your schedule and availability.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Physicians Thrive Investment Advisors, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Physicians Thrive Investment Advisors, LLC a Registered Investment Advisor in the States of Nebraska, Arizona, California, Florida, Texas or where otherwise legally permitted.
Insurance products and services are offered through Physicians Thrive, LLC , an affiliated company.
The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Nebraska, Arizona, California, Florida, Texas or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.
Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
Links to Other Sites
The inclusion of any link is not an endorsement of any products or services by Physicians Thrive Investment Advisors, LLC. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site.
When you follow a link to one of these sites neither Physicians Thrive Investment Advisors, LLC, nor any agency, officer, or employee of the Physicians Thrive Investment Advisors, LLC warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.
2020© Physicians Thrive
11235 Davenport Street, Suite 103, Omaha, NE 68154
877-744-9474 | Fax 402-397-0384
Privacy Policy / Disclosures