Physician Financial Literacy
A lecture series focused on the topics most essential to residents and fellows during training.
Some topics available in the lecture
Lectures can be customized to your needs. Here are some topics commonly covered:
Student loan strategies
The importance of disability and umbrella insurance
How not to be taken advantage of by bad actors in financial services
Financial products to avoid (whole life insurance, etc.)
The importance of working with a fiduciary.
Where We've Been
We have spoken during academic hours at many training hospitals in California

UC Davis

UCSF

Stanford

UCLA

USC

Harbor-UCLA