Physicians’ Financial Focus, our five-part lecture series, covers topics essential for any graduating physician. Below are highlights from the lecture series. For additional information or to arrange for lectures at your department, please
The information provided in these lectures is being provided with the understanding that it is not intended to be interpreted as specific legal or tax advice. Our agents are not authorized to give legal or tax advice. Individuals are encouraged to seek the guidance of their own personal legal or tax counsel.
"Balancing a busy practice with family obligations means that I simply don't find the necessary time to focus on my finances."
"When it comes to financial planning, I want to work with an advisor who understands the specific needs of physicians."
"I’d like to have a deeper conversation about leaving a legacy."
"Managing student debt and the transition from residency to practice is overwhelming."
"I want to work with a financial advisor who can work with me no matter where I move after residency."
"I want to help clients make decisions so they can feel financially secure, free, and successful."