Residency Programs

Whether they are new medical residents making decisions about their employee benefits package or income protection, no matter the topic, we have the knowledge needed to guide doctors from graduation to training to career.

Money Management

New medical school students need to develop a plan for how they will navigate their financial life during medical school. This includes how to borrow wisely, the impact of living on borrowed money, the best types of loans to use during medical school, and how the medical school years will impact their financial health.

Repayment Strategies

As a medical grad prepares to transition to residency, some of their most significant financial decisions are centered around student loan management. They include deciding how to repay their loans and whether or not to pursue Public Service Loan Forgiveness. We show these soon-to-be graduates their possible repayment strategies and how to determine which strategy will best support their unique financial goals in life.

How to Maximize the Forgiveness of PSLF

We've guided countless physicians toward receiving Public Service Loan Forgiveness, and we can do the same for future classes that want to utilize this program. Understanding the eligibility requirements for PSLF is only half the battle; then there is the tracking and administrative burden throughout the required 10 years. Topics addressed will be  how to get and stay eligible, how to track their progress, and advice to help minimize payments and maximize the forgiven amount.

Financial Planning Fundamentals

Studies have revealed that high income does not produce financial confidence. What does build financial confidence is proactive financial habits and an understanding of financial concepts and products. We will answer questions and discuss the foundation pieces surrounding one's financial life, like budgeting and saving, insurance, retirement plans, and other necessary elements, because small things done consistently can produce extraordinary results.

All Things Credit

It is possible to get excellent credit at any point in life. This lecture explores everything from credit scores to credit cards to creditworthiness and everything surrounding these matters that impacts the physician's financial life. This lecture is one of the most popular because viewers leave armed with specific actions that will boost their credit score overnight and how to maintain, protect and even raise their credit score further in the future.

Cover Your Assets

We’ll discuss how different insurance strategies help you protect your money and when you should implement them.

Student Loan Repayment Strategy

Managing the repayment of your student loan debt is an important part of the process of planning your financial future.

The Basics Financial Planning

Implementing small practical behaviors in your financial life during the lean years so you’re transition from stability to more money (and more potential financial pitfalls)..

Saving and Investing: Planning for Retirement

Getting started on a savings and investment plan as well as managing tax liability are among the challenges faced by physicians.

*Additional trainings available to address real life circumstances

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