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FREE Live Financial Planning Webinars for Physicians

Primary Seminar Focus:

  • Prioritizing your financial needs
  • The three methods of diversifying a financial plan

Learning Objectives:

  • Differentiate good debt vs. bad debt and learn how to calculate the cost of borrowing on a debt
  • Identify type of risks you should insure with an insurance policy versus the risks you should self-insure
  • Determine how to match your investments to your time horizons
  • Understand the tax treatment of different investment accounts

To register, click the date that works best for you and register at the corresponding link.  We promise we won't add you to a spam email list.  You will only be contacted regarding this webinar registration.  

Upcoming Webinars

Click the Links Below To Register!


Tuesday October 5th

Financial Planning for Sacramento Residents & Fellows

7:30 pm - 9:00 pm PST / 10:30 pm - 12:00 am EST

Register Here!

A pertinent webinar walking through the steps we've found physicians need to take in building a successful financial strategy. 


Wednesday October 6th

Financial Planning for Stanford Residents & Fellows

7:30 pm - 9:00 pm PST / 10:30 pm - 12:00 am EST

REGISTER HERE!

A pertinent webinar walking through the steps we've found physicians need to take in building a successful financial strategy. 


Thursday October 21st

Financial Planning for Dentists

9:00 am - 10:00 am PST / 12:00 pm - 1:00 pm EST

REGISTER HERE!

A pertinent webinar walking through the steps we've found dentists need to take in building a successful financial strategy.


Thursday October 22nd

Financial Planning for Dentists

12:00 pm - 1:00 pm PST / 3:00 pm - 4:00 pm EST

REGISTER HERE!

A pertinent webinar walking through the steps we've found dentists need to take in building a successful financial strategy.


To Learn More or Meet With One of Our Financial Advisors, Contact Us Here! 

Can't make it to one of our webinars but still want to learn more? Meet with one of our Financial Advisors for a free consolation. Cost for financial planning services is waived for individual medical professionals who are currently in school, residency, or fellowship.* 

*(read more on our fee transperancy here).