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

Helpful Financial Blogs

5 Common Tax Preparation Mistakes

Even though the new year just start a few short weeks ago, it is the time of year where we are all going to start thinking about and ...

Financial Calendar Action Items for Doctors

  Planning for the entire year can be stressful. There are so many deadlines, events, and professional and personal priorities to keep up ...

6 Key Financial Numbers for 2021

As the new year begins, it can be challenging to keep track of all the new investment and tax changes and updates from one year to the ...

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.