SDT Financial Education Seminars

Every Topic, All the Expertise for Physicians and Dentists

We’re not only a comprehensive financial firm, but we specialize in the financial planning needs of medical professionals. We educate you about the financial aspects of your life and career through our resources and local lecture series. 

No matter what the topic, we have the knowledge you need as you graduate from training and continue your medical career. We cover all the bases with our five-part lecture series.

Protecting Your Assets

Learn how different insurance strategies help you protect your money and when you should implement them.

Student Loan Repayment

Reducing – and paying off – your student loan debt is an important part of the process of planning your financial future.

Financial Planning Basics

Transitioning from your residency means more money and more potential financial pitfalls. Let us be your guide.

Saving and Investing

Getting started on a savings and investment plan as well as managing tax liability are among the challenges you face.

Estate Planning

Learn the differences between a will and trust and estate documents you may need as you look ahead.

Upcoming Seminars

Fall & Winter 2019 events to be posted soon!

Helpful Financial Blogs

4 Good Financial Habits for Doctors

On each episode of the White Coat Wellness podcast, Will Koster, CFP® drops some money wisdom for our listeners in a segment conveniently ...

Physicians and Organizational Dissonance

Guest Blog By: Kevin Mosser, MD 37 years ago, in 1982, I completed my residency training in the specialty then called Family Practice. As ...

Open Enrollment: A Financial Planner’s Guide

Similar to most financial topics, benefit elections are not a one-size fits all recommendation. Open Enrollment occurs at the end of each ...

Let’s Talk

Take your financial education to the next level. Schedule your complimentary 15-minute discovery call with an SDT Advisor by completing this short form.