It is also possible to tailor these presentations or combine topics depending on the concerns of the group or association. Workshop and Presentation History

Strategies for Residents

  • Tackling Student Loans
  • Student Loan Management during training (forbearance, hardship deferment, true deferment)
  • Budgeting
  • Disability Insurance and what to look for
  • Life Insurance
  • Roth IRAs
  • Efficient Tax Investing*
  • Cash flow concerns when buying a home

Financial Do’s and Don’ts for Residents

  • Pros and cons of student loan consolidation
  • What to look for in employer benefits
  • Debt management
  • Cash flow concerns when buying a home
  • Tax Minimization*
  • Investment Strategies
  • Life and Disability Insurance
  • The basics of asset protection* 


The 5 Fundamentals of Successful Wealth Accumulation

  • Employer Benefits
  • Debt Management
  • Asset Protection*
  • Tax minimization*
  • College funding for Children
  • Transition strategies into practice
  • Investment strategies
  • Life and Disability Insurance

Financial Strategies for Owners of Dental and Medical Practices

  • Qualified plan options such as 401(k), SEP, Simple and Profit Sharing Plans
  • Business Planning
  • Employee Benefits
  • Asset Protection*
  • Risk management
  • Tax efficient wealth strategies*

*Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.