Financial Planning Presentations Available

Financial Planning for 4th Year Medical Students and Residents Early in Training

This presentation includes helpful information on:

  • The pros and cons of consolidating student loans
  • Student loan management during training (forbearance, hardship deferment, true deferment)
  • Budgeting
  • Where to find own occupation disability insurance and what to look for
  • Term life insurance
  • Roth IRA's
  • Pretax options like 403b's and 401k's*
  • Home buying 101

Financial Planning for Last Year Residents and Fellows

This presentation includes helpful information on:

  • Contracts*
  • Debt management
  • Asset protection
  • Tax minimization*
  • College savings for children
  • Investment planning
  • Life and disability insurance
  • Transition planning to practice

(We routinely blend this presentation with the topics we address for residents early in training if residents from multiple resident classes will be in attendance.)

Financial Planning for 4th Year Dental Students or Residents

This presentation includes helpful information on:

  • Pros and cons of student loan consolidation
  • What to look for in a contract*
  • Debt management
  • Efficient home buying and loan options
  • Tax minimization*
  • Investment planning
  • Life and disability insurance
  • The basics of asset protection

Financial Planning for Owners of Dental or Medical Practices

This presentation includes helpful information on:

  • Qualified plan options such as 401k, SEP, Simple, Profit sharing plan
  • Business continuation planning
  • Employee benefits
  • Asset protection
  • Risk management
  • Tax efficient wealth accumulation strategies*

Financial Planning for Dental Students

This presentation includes helpful information on:

  • Proper debt management and the cost associated with credit cards
  • Understanding what financial planning is
  • Basic definition of investments choices
  • The pros and cons of group vs private practice
  • Networking
  • What to look for in a disability insurance policy
  • Financial points to clarify in your contract*

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

*We do not provide specific tax or legal advice. Please consult a tax or legal professional for specific advice.