We’re not only a comprehensive financial firm, we specialize in the financial planning needs of medical and dental professionals. We educate residents, fellows, 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:
Learn how different insurance strategies help you protect your money and when you should implement them.
Reducing – and paying off – your student loan debt is an important part of the process of planning your financial future.
Transitioning from your residency means more money and more potential financial pitfalls. Let us be your guide.
Getting started on a savings and investment plan as well as managing tax liability are among the challenges you face.
Learn the differences between a will and trust and estate documents you may need as you look ahead.
With many doctors 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.
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.