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

Nov 19, 2019

5 Ways to Improve Your Medical Practice's Financial Health

NC Medical Society Monthly Webinar: How would you score your practice’s current financial health? We will address ways ensure you are ready for growth in 2020 and beyond.

March 4th, 2020

Financial Planning Basics

More money doesn’t make planning easier. It’s not too early to start thinking about your financial situation. As part of a residency program's curriculum, our Financial Planners will be educating Orthopaedic Surgery residents.

March 10, 2020

Asset Protection

As part of a residency program's curriculum, John Dameron, RICP®, CLTC will be educating Internal Medicine residents on strategies to protect themselves and their assets during training and throughout their career.

March 19th, 2020

Game of Student Loans

Come join the conversation with a panel of experts who will be discussing the challenges of student loan repayment & strategies to defeat your student loans one and for all.

Helpful Financial Blogs

4 Good Financial Habits to Help You Prosper

Financial Health. It's something I think we all agree we want but many of us don't really know how to define it. It’s kind of like seeing ...

When Mortgage Refinancing Makes Sense for You

Refinancing mortgages has been a hot topic in the world of finance. Interest rates have reached record lows and mortgage companies are ...

Should You Invest While the Market is Down?

Has the current market volatility made you wonder if now is a good time to invest? You may have heard the phrase “the time to buy is when ...

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

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

Student Loan Repayment

Financial Planning Basics

Saving and Investing

Estate Planning

Upcoming Seminars

Nov 19, 2019

5 Ways to Improve Your Medical Practice's Financial Health

NC Medical Society Monthly Webinar: How would you score your practice’s current financial health? We will address ways ensure you are ready for growth in 2020 and beyond.

March 4th, 2020

Financial Planning Basics

More money doesn’t make planning easier. It’s not too early to start thinking about your financial situation. As part of a residency program's curriculum, our Financial Planners will be educating Orthopaedic Surgery residents.

March 10, 2020

Asset Protection

As part of a residency program's curriculum, John Dameron, RICP®, CLTC will be educating Internal Medicine residents on strategies to protect themselves and their assets during training and throughout their career.

March 19th, 2020

Game of Student Loans

Come join the conversation with a panel of experts who will be discussing the challenges of student loan repayment & strategies to defeat your student loans one and for all.

Helpful Financial Blogs

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.