Broker Check


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 contact us.

Financial Planning Basics for the New Physician

  • How does financial planning apply to me today?
  • How do I balance saving an emergency fund with paying off debts?
  • What do I need to know to transition from residency into practice?

Student Loans: Repay or Delay?

  • What are the pros and cons of Income Based Repayment?
  • How can I qualify for the Federal Loan Forgiveness Program?
  • What repayment options do I have when its time to start paying my loans?

Protecting Your Assets

  • How do I compare disability insurance contracts for my specialty?
  • What are the different types of life insurance?
  • When do I need to start protecting myself if I'm sued for non-clinical liability?

Saving and Investing Strategies

  • How much do I need to save to make up for my late career start?
  • What strategies can help manage my investment tax liability for my current and future income?
  • Should I rollover my 401(k) into an IRA when I leave residency?

Estate Planning Basics

  • What is the difference between a will and a trust?
  • What estate documents should I consider if I don't have significant assets?
  • What level of asset protection planning do I need based on my specialty?

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.