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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.
Request a lecture
Where We've Been
We have spoken during academic hours at many training hospitals not only in California but across the United States

  • UC Davis

  • UCSF

  • Stanford

  • UCLA

  • USC

  • Harbor-UCLA

  • UT Southwestern
  • Swedish Hospital Chicago
  • Olive View UCLA
  • Portsmouth Regional New Hampshire