We will cover key strategies and information for residents and fellows as they transition into practice. This includes defensive and offensive strategies that will impact your financial well-being early on and through retirement. The goal is to ensure you can retire when you want, with what you want, while enjoying life in between.
We will cover types of insurance, tax-free accounts, student loan consolidation and opportunity cost, and tax-efficient investing. Please bring all additional questions you may have. The purpose of this discussion is to answer questions and provide knowledge.