Prepare Your Physicians

Only 21% of physicians feel very confident they are making the best personal financial decisions. We’re changing that. 

Speaking Engagements

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.

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:

  • An understanding of the difference between employer disability insurance plans and true own occupational coverage. This includes details about why often group insurance plans are deficient and don’t cover physicians in most cases of illness or injury. 
  • The ability to verify when an insurance company is true own-occupation.  
  • Physicians will walk away with a handout of a side by side comparison of all their options for disability insurance. 

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.