Speaking Engagements
Physician Experts at your Next Event.
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.
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.
Educating & Serving Physicians
Our team has helped physicians in all 50 states better understand their unique financial situations.
110,500 physicians
and counting…
Speaking Engagements Coming Soon
There are no upcoming events scheduled at this time. Please check back later.
Live at August 17, 2021 @ 7 pm CST
Webinar: Getting the Most Out of Your Intern Year
Register for this Event
Live at July 22, 2021 @ 6 pm CST
Webinar: Physician Employment Contracts – The Bold Ramifications of the Fine Print
Register for this EventFinancial 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.
Speaking Engagement Information Request
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.
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.
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.
