SDT Financial Education Seminars

Every Topic, All the Expertise for Physicians and Dentists

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.

White Coat Achievement We are excited to share a resident's experience of serving on a medical mission trip in Honduras for a week this ...

Are you looking back on last year and thinking "Man, I spent way too much on gifts, travel, etc. during the holidays"? Watch out! A ...

Investing is one piece of your financial plan, which falls into the saving category when it comes to the six money decisions. As advisors ...