Workshops for residents, fellows & physicians new to practice

Powerful financial literacy sessions for some of the busiest people on the planet
 
New Burst

 

Free Workshop

Wealth-Building for Residents & Fellows

Strengthening Physicians for Early-Career Financial Challenges

Doctors face unique early-career financial challenges because they train longer, start later, and borrow more. This workshop is designed to inform, educate, build confidence, and reduce financial stress. Our goal is to provide a clear perspective on finances, emphasize the importance of an early-career commitment to high savings, and introduce best-practice decision-making.

Program Overview 
 
Inflection Point
Free Workshop

The Inflection Point

Targeting the Work-Optional Lifestyle

This workshop is designed to prepare emerging physicians for the many financial decisions they will make as they begin practice and experience a large increase in earnings.

Program Overview 
 
Matrix
Free Workshop

Getting to Zero

Student Loans & Beyond

For most young physicians beginning practice, their student loan debt is the dominant financial element in their lives. The goal of this workshop is to address the mechanics and rules around student loans, especially federal loans, and to provide perspective about how loans fit into the context of an overall financial plan.

Program Overview