Whether it be in a group setting or individual meeting, we are uniquely qualified and prepared to educate our clients and help them make informed financial choices. We offer educational presentations and checklists tailored to the different stages of your career and life, designed to make sure you don’t overlook the important financial issues during times of transition. Getting married, graduating, completing training, buying a practice, becoming homeowners, and having children are all exciting life changes that bring with them their own financial challenges and opportunities. By being proactive we will help you identify and avoid the common pitfalls that can keep you from achieving your goals. Please contact us if you would like to learn more about scheduling a presentation, booking a speaker, or setting up a meeting to go through one of our financial checklists. We look forward to working with you!

 

  • Speaking Engagements

    Please contact us if you would like to book a speaker. Marshall and Andrew are frequently invited to speak on various financial topics and have conducted educational discussions for residents, fellows, students, and members of the following institutions or groups:

     
    • The American Urological Association
    • Northwest Indiana Dental Society
    • CARVE – Clinically Relevant Vascular & Endovascular Surgery Conference
    • The University of Minnesota Dental School
    • The University of Minnesota Medical School
    • The University of Minnesota Residency and Fellowship Training Programs
    • The Mayo Fellows Association
    • The Mayo Clinic Residency Programs
    • Johns Hopkins University
    • Ohio State University Medical School
    • The University of Cincinnati Dental School
    • Southern Illinois University Dental School
    • Detroit Medical Center
    • McLaren Macomb
    • The University of Iowa Dental School
    • The University of Missouri Kansas City Dental School and Residencies
    • The University of Nebraska Dental School
    • Creighton University Dental School
    • The University of Florida Dental School
    • Rush University Medical Center
    • University of Illinois Chicago
    • Northwestern University
    • Meharry Medical College School of Dentistry
    • Howard Dental School
    • Vanderbilt University Medical Center

  • Financial Strategies Educational Presentations

    It is possible to tailor these presentations or combine topics, depending on the ages and concerns among the group or association. Please contact us if you would like to request a presentation.

     

  • Financial Strategies for Dental Students

    This presentation includes helpful information on: 

    • Proper debt management and the cost associated with credit cards
    • Understanding the benefits of compound interest
    • The pros and cons of corporate vs. private practice dentistry
    • What to look for in an own-occupation disability insurance policy
    • Financial points to understand regarding your employer benefits*
    • Questions to ask about your employment contract*
       

    Financial Strategies for 4th Year Medical Students and Residents Early in Training

    This presentation includes helpful information on: 

    • Pros and cons of student loan consolidation
    • Student loan management during training (forbearance, hardship deferment, true deferment)
    • Budgeting
    • Where to find and what to look for in own occupation disability insurance
    • Term life insurance
    • Roth IRAs
    • Pretax options like 403(b)s and 401(k)s
    • Financial considerations for home buying 101*
       

    Financial Strategies for 4th Year Dental Students or Residents

    This presentation includes helpful information on: 

    • Pros and cons of student loan consolidation
    • Financial points to understand regarding your employer benefits*
    • Questions to ask about your employment contract*
    • Debt management
    • Financial considerations for efficient home buying and loan options*
    • Tax minimization strategies*
    • Investment strategies
    • Life and disability insurance
    • The basics of asset protection*
       

    Financial Strategies for Last Year Medical Residents and Fellows

    This presentation includes helpful information on: 

    • Debt management
    • Financial points to understand regarding your employer benefits*
    • Questions to ask about your employment contract*
    • Asset protection basics*
    • Tax minimization strategies*
    • College funding options for children
    • Investment strategies
    • Life and disability insurance
    • Financial considerations when transitioning into practice*
       

    Financial Strategies for Owners of Dental or Medical Practices

    This presentation includes helpful information on: 

    • Qualified plan options such as 401(k), SEP IRA, Simple IRA, & Profit sharing plans
    • Financial considerations for business continuation strategies*
    • Employee benefits*
    • Asset protection basics*
    • Risk management and insurance considerations
    • Tax-efficient wealth accumulation strategies*

  • Financial Checklists

    Please schedule a meeting for full access to the following financial checklists.

     
    • Main Issues to Consider as a Dental or Medical Student
    • Final Year of School Financial Timeline – Transition to Residency or Practice
    • Contracts and Questions to Ask
    • Key Financial Priorities for Medical Professionals
    • Entering Practice: Physicians
    • Buying a Practice: Dentists
    • Selling your Practice
    • Boost Your Financial Security: Residency
    • Boost Your Financial Security: Early Years
    • Boost Your Financial Security: Middle Years
    • Boost Your Financial Security: Late Years
    • Boost Your Financial Security: Nearing Retirement
    • Financial To Do List for: Newlyweds
    • Financial To Do List for: New Parents
    • Financial To Do List for: Estate Planning
    • Financial To Do List for: Job Transitions