Financial Planning Webinars

FREE Live & OnDemand Financial Planning Webinars for Physicians

Primary Seminar Focus:

Prioritizing your financial needs
The three methods of diversifying a financial plan

Learning Objectives:

Differentiate good debt vs. bad debt and learn how to calculate the cost of borrowing on a debt
Identify type of risks you should insure with an insurance policy versus the risks you should self-insure
Determine how to match your investments to your time horizons
Understand the tax treatment of different investment accounts

To register, click the date that works best for you and register at the corresponding link. We promise we won’t add you to a spam email list. You will only be contacted regarding this webinar registration.

On Demand Webinars

Click on the links below to watch our free pre-recorded webinars, available at any time:

Financial Planning for Residents & Fellows

Financial Strategies for Attending Physicians

Financial Planning for Medical Professionals

Tax Implications of your Stock Options and RSU’s

Upcoming Live Webinars

Check back periodically for dates in 2023!

Services

Ready to get started?

We welcome the opportunity to be a resource, listen to you, and provide objective financial advice catered to your unique situation.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Insurance services provided by Finity Group. Cambridge is not affiliated with Finity Group or Finity Tax. This communication is strictly intended for individuals residing in all 50 states and DC. No offers may be made or accepted from any resident outside the specific states referenced. Cambridge does not offer tax or legal services.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, The Finity Group makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

The Finity Group