dollar7,000 + Happy Attendees
Physicians sense their own lack of formal preparation regarding financial decision making. Physicians leave our lectures feeling more informed and prepared to conquer financial challenges.
dollar1 Hour, Half Day, & Full Day Formats
We offer a wide variety of lectures opportunities from 1 hour events to full day workshops. No matter the level of knowledge or experience of your participants, we offer a program that will leave them feeling confident in their financial future.
dollarIndustry Expert Speaker
With two nationally published books and over 30 years working with medical professionals, you can be confident that your participants will be receiving advice from long-time industry experts.
Lectures and Workshops Currently Offered

An Authoritative Guide for Physicians:

Program Summary: The majority of physicians have little, if any, formal training regarding financial success. Without a working knowledge of financial matters physicians are destined to rely on individuals who may not be competent or have their best interests in mind. As a result, there is a need for physicians to become educated regarding the financial strategies for today’s economic environment.
Program Objectives:
Following this lecture, participants will be able to develop an action-oriented plan to address the needs of their overall financial goals.
  1. To explain the reasons physicians fail financially, and what to do to avoid them.
  2. To explain decision making strategies as they relate to investment objectives.
  3. To explain risk management strategies and the available vehicles for implementation.
  4. To explain alternative asset protection techniques.
  5. To explain alternative asset preservation strategies for estate planning goals.

Are Your Assets at Risk?

Program Summary: The malpractice crisis is spreading throughout the country. Insurance carriers are increasing premiums, decreasing coverage or discontinuing coverage altogether. In addition, our world becomes more litigious every day. The costs a physician must bear as a result of the increasing number of lawsuits and risks make the financial rewards of medicine less substantial. Making informed decisions to protect a physician’s fiscal health (and the resulting earning power at risk) and liability risk is critically important.
Program Objectives:
Our goal is to make physicians more knowledgeable about the strategies for asset protection and to provide them with the skills to protect their financial objectives.
  1. To explain the various strategies available to protect assets from lawsuits.
  2. To explain how to structure asset ownership to allow for the efficient practice of medicine.
  3. To explain how to coordinate a tax-efficient estate plan for total asset protection.

Are You Ready For Change?

Program Summary: Effective October 2015 the current ICD-9 system will be replaced by ICD-10. This represents a significant burden to physicians and medical practices already trying to cope with the challenges of the Affordable Care Act, ACO’s and other industry reform. If not adequately prepared some estimates indicate that denial rates could increase by 200%; days in accounts receivable may increase by as much as 35%. The potential effect of increased denials, claim errors and days in A/R can be costly to physicians and their patients. This is why we feel it is critical to be prepared for the transition to ICD-10.
Program Objectives:
This program is designed to help physicians understand how the new ICD-10 Codes could impact them and how to avoid potential pitfalls inherent in the transition.

What You Should Know When Evaluating

& Negotiating a Contract Offer:

Program Summary: One of the most critical decisions a young physician will make is choosing where to practice once completing residency. Young physicians are often not able to fairly assess an opportunity with a private practice, hospital, or managed care company. As a result many young physicians end up agreeing to unfavorable employment terms that can be financially costly and unfair. Understanding what to consider when evaluating a contract offer can have a significant impact on a physician’s career.
Program Objectives:
Our goal is to educate young physicians to be more knowledgeable about contract negotiations and employment opportunities.
  1. To help young physicians recognize how to assess an ideal employment opportunity.
  2. To inform young physicians on what questions to ask when considering a contract offer.
  3. To identify what is considered competitive and what is considered abusive when evaluating clinical duties, call coverage, buying into a practice and more.

A Debt Management Seminar – for Young Physicians:

Program Summary: At the end of residency, the average loan amount that young physicians have accumulated is well over $100,000. With all the training that they have received in school, little focus was spent on appropriate strategies for handling debt. Young physicians are often not prepared to meet the financial goals that they have set for themselves- they are unfamiliar with even a starting point. Worse yet, there are few good resources for these physicians to use.
Program Objectives:
Our goal is to provide young physicians with the tools necessary to appropriately manage debt as they begin the practice of medicine.
  1. To help young physicians recognize how to handle their loans and be able to apply this knowledge to their personal situation.
  2. To relate the physician’s debt to other priorities and identify the best payment plan for their financial goals.
  3. To explain the difference between debt deferment and consolidation and identify the process that helps decide which is best.

A Financial Primer for Young Physicians:

Program Summary: Today’s Residents and Fellows assume, on average, over $100,000 of loan debt before completing their training. However, there are no real resources for these students, while in school, to obtain the knowledge to prepare them for managing their unique finances. In the past it was easy for residents and fellows to ignore their finances while they waited for the higher compensation as an attending physician. But with physician incomes plummeting across the board over the last 10 years, these young doctors are becoming aware that they can’t afford to repeat the same mistakes their colleagues have made. As a result, there is a real need for residents and young physicians to become educated in the basic financial strategies for success.
Program Objectives:
Our goal is to explain the main reasons why doctors fail financially and to highlight the basic strategies that can put young physicians and residents on the right track towards financial independence.
  1. To examine the key financial areas affecting young physicians, such as loan management, consolidation and debt repayment plans.
  2. To illustrate the Nobel Prize winning investment management strategy, “Modern Portfolio Theory”.
  3. To understand the key decision-making criteria used when determining the appropriate types of Life and Disability Insurance.
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