Financial Education Seminars

No matter the topic, we have the knowledge needed to guide medical professionals from graduation to training to career.

Every Topic, All the Expertise for Physicians and Dentists

We’re not only a comprehensive financial firm, we specialize in the financial planning needs of medical professionals. We educate residents and practicing physicians and dentists about the financial aspects of their life and 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.

Helping Residents Take Control of Their Finances

With many physicians facing over $200,000 of student loan debt and finances being the 2nd leading cause of physician burnout, SDT saw a need for a residency program training series to guide new physicians toward the right financial path! Listen as SDT partners, Shane Tenny and John Dameron, explain their “why” behind this educational offering.

Want to Host an SDT Lecture or Seminar?

Interested in expanding your and/or your residents' knowledge of financial wellness? Let's connect to discuss bringing an SDT lecture or seminar series to your organization.