A Doctor's Guide to
Investment Planning

As a physician, your schedule can be unpredictable. So we’ve made our webinars self-paced.

  • The webinar link will be emailed on Tuesday, May 21st.
  • Then you’ll have 7 days to watch the 45-minute webinar, whenever is convenient for you. 

Understand risk and how it affects your investments

Learn to control the costs involved in building wealth

Set realistic expectations for performance reporting

The assets you have when you retire are dependent on two things: how much you save, and how much you earn on those savings.

As a physician, you want to retire with independence and dignity. And investment planning is a key piece to building a future plan. 

But most people don’t understand the factors that impact their investments, only to be unpleasantly surprised when it’s officially time to retire. 

This webinar will help you understand the fundamental factors of investment planning so you can see whether you are on track to reach your goals.