Target Audience: The talk is geared towards physicians but is applicable to any high income earner (someone with a six figure income). The majority of physicians earn in the top 10% of income in the United States and yet, 25% of physicians 65 and older have a net worth under $1M. Unfortunately, the majority of physicians don’t learn anything about personal finance or investing at anytime during their training, not during undergrad, medical school, residency or fellowship. This program will review financial principles and discuss investing to build wealth.
Learning Objectives:
At the conclusion of this activity, learners will be able to:
– Understand the importance of gaining financial literacy
– Learn the basics of retirement accounts and index fund investing
– Learn the range of investments available beyond stocks/bonds and mutual fund







