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
- 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:
Upcoming Live Webinars
Check back periodically for dates in 2023!
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.