Financial Literacy Workshops for Physicians – Session 1
November 26 @ 6:00 pm - 7:00 pm
This is the first of four sessions, Session 1: Financial Fundamentals for New-to-Practice Physicians, for physicians in their first 6 years of practice.
The goal of this workshop series is to address the top financial concerns and pain points that doctors are facing. These workshops are designed to teach essential and advanced money management concepts based on years of medical practice.
This session will cover the topics below:
- Building your financial plan: From doctor to business owner.
- A complete financial plan for physicians that covers cash flow, taxes, insurance, and incorporation.
- Learn to build wealth for a “work-optional” lifestyle by using the 3 pillars of investing: government, personal, and corporate.
Session Date, Time and RSVP:
- Date: Nov 26, 2025 – 6:00PM
- Location: Virtual
- RSVP Required: CLICK HERE
Upcoming (3) sessions are listed below:
- Jan 20, 2026 at 6:00pm – Session 2: Personal & Medical Corporation Investing
- Feb 19, 2026 at 6:00pm – Session 3: Maximizing the Benefits of Being Incorporated
- Mar 17, 2026 at 6:00pm – Session 4: Estate and Tax Planning for Physicians