Category: Finance, All Specialties Category: Finance, All Specialties (show less)

Description:
Transitioning from residency into practice is an exciting milestone—but it also brings new and sometimes overwhelming financial decisions. This session, led by certified financial planners who specialize in working with physicians, is designed to help you build wealth with confidence from day one. You'll learn how to master the money moves that matter—starting with how to approach student loan repayment, and make early, impactful retirement planning choices. We’ll walk through practical strategies for reducing financial stress, optimizing cash flow, and setting the foundation for lasting financial freedom. Whether you're just starting your career or looking to strengthen your financial footing, this session will give you the tools to make informed, strategic decisions—because financial freedom starts with a plan.
 
CME Objectives:
After completing this activity, learners will be able to:

• Develop practical strategies for budgeting debt management and income protection to support a successful transition to financial independence.
• Identify student loan repayment options and retirement planning strategies tailored to     physicians, in order to make informed financial decisions throughout their career.
• Describe strategies to build an emergency fund, optimize credit and begin early investing to support long-term financial security for physicians.

Disclosure:
The speaker, planners and staff who control content have no relevant financial relationships to disclose.  

Estimated Completion Time:
60 Minutes

Instructions for Earning Credit:  Learner must review all of the content included in the online video course, and complete the online course evaluation.

Recorded:                               Released:                                Expires:                       
September 25, 2025               November 19, 2025               May 19, 2026              
 
Course Fee: Members: Free; Non-members: $75                  
    
Refund Policy: Registration is not refundable.

DISCLAIMER: 
The information presented in these materials is for educational and informational purposes only and does not constitute financial, investment, tax, or legal advice. Although the content was accurate at the time of recording, laws, regulations, and financial circumstances may change over time. Kassouf & Co., Inc. and its representatives make no guarantees as to the completeness or accuracy of this information at the time of viewing.
 
Viewers should not act or rely solely on the information provided in these presentations without seeking the advice of a qualified financial, tax, or legal professional who can address their specific situation. Kassouf & Co., Inc. assumes no responsibility or liability for any errors or omissions in the content or for any actions taken based on the information contained herein.