Workshops for residents & fellows

Powerful financial literacy sessions for some of the busiest people on the planet
 
Inflection Point
Free Workshop

The Inflection Point

Targeting the Work-Optional Lifestyle

This workshop is designed to prepare emerging physicians for the many financial decisions they will make in the early years of their careers by way of an intentional mindset.

Program Overview 
 
Matrix
Free Workshop

Understanding the MATRIX

Getting to Zero Student Loans & Beyond

Many medical students are hyper-focused on their significant student loan debt. The goal of this workshop is to address basic loan mechanics, but more importantly, to illustrate where debt fits into the context of an overall financial plan.

Program Overview