We know that the work physicians do is demanding, the hours are long and their bandwidth is stretched to the limit. The vast majority of physicians don't have the time or energy to obtain the financial literacy needed to effectively navigate their increasingly complex financial lives. That's where we come in.
Our accredited financial professionals deliver on-site financial literacy lectures at training hospitals, medical and dental schools, private practices, and annual retreats across the country. Speakers include Certified Public Accountants, practice consultants, and Certified Financial Planners™. All speakers have lectured and worked extensively with physicians and are able to directly address the specific financial issues facing today's practicing and in-training physicians.
Curriculum, conference, and event organizers may choose among a variety financial topics including debt management, taxation, contract negotiation, insurance, and retirement planning. Program lengths vary from as little as 15 minutes to one hour.
There is an abundance of broad information available on these topics, but physicians and dentists need access to knowledge that has been specifically curated for them. Our lectures have been refined to not only deliver this information, but to do so in a concise, readily understandable, and actionable way.