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

How to Develop a Sound Investment Strategy

The word ‘investing’ can seem overwhelming; the terminology, the different strategies and, of course, the actual investment selection. But ...

Vlog: The Benefits of Goal Planning

The start of a new year always feels like a fresh beginning.  We each get a new, clean slate to start off and look to the future.  Whether ...

A Doctor’s Medical Mission Trip Journal

Dr. Kathy Raynor, board certified physician in internal medicine, specializing in gastroenterology, returned from serving in Nicaragua ...

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.