Broker Check

802-999-7123

Residents, Fellows, & New Attendings

Call Us. 1 800 228-4067

 Schedule a Personal Conversation

Upcoming Webinars:

These webinars are tailored to meet the needs of Residents, Fellows, and new Attendings. Learn about: 

  • How to pay down and eliminate student loan debt with state and federal loan forgiveness programs or through private refinance. 
  • When and why to consider individual life insurance and disability insurance. 
  • How to take advantage of your 403(b) matching, and understand the difference between Roth and Traditional 
  • How to set goals and priorities to start your first financial plan. 
  • How to organize your finances using technology and how to use it to make informed financial decisions. 

Financial Planning Considerations for Residents, Fellows, and new Attendings

Click Registration Link Below For Complete List of Dates and Times

Click to Register

Educational Programs

Our webinars give you the information to help you determine which approach is best. Our personal guidance and consultation helps you put a plan in operation and make adjustments as you progress through your career.

Med-Students, Residents, Fellows and New Attendings:

  • Medical students often graduate with $150,000 to $350,000 or more of school loans. The idea of repaying that debt can seem overwhelming and can lead to avoidance (or deferment). We help you understand the options and chart a course of action using Public Service Loan Forgiveness Programs, loan repayment programs or refinancing options. Click here to learn more.
  • You will also learn how to protect your income with disability insurance, what provisions to include in policies, how to evaluate insurance carriers and how to qualify for special discounts and rates.
  • You will also learn how protect your family with wills and trusts and how life insurance can be structured to not only protect your family upon your death, but also to provide benefits during your lifetime.
  • Learn how to evaluate employee benefits and learn the difference between Roth IRA’s and Traditional IRA, 401(k) or 403(b) retirement plans.