Doctor’s Playbook: Financial Strategies for Residents & Fellows Workshop

This workshop is designed specifically for residents & fellows who are ready to take charge of their financial future. As you embark on this exciting journey in medicine, let us help you navigate the financial landscape with confidence!
What We Will Cover:
Strategies for mindful spending and avoiding lifestyle creep
Importance of creating a financial plan early in your career
Benefits of contributing to a Roth IRA or Roth 401(k) during lower-income years
Basics of investing and the power of compounding over time
Understanding student loans and repayment options
Protection planning: Safeguarding your income and financial future from unexpected risks
5 Action Steps to Take Now: Practical steps you can implement immediately to improve your financial health
Agenda:
2:30 PM - 3:00 PM: Presentation (Interactive)
3:15 PM: Extra time for Q&A
Disclaimer: This event is only for educational purposes. The information provided at the workshop does not constitute a recommendation and does not consider your specific situation or needs.
The event is free, and no products or investments will be promoted or sold.
However, we offer attendees a complimentary consultation for financial planning services if they are interested after the event.
Hosted and presented by the Co-Founders of TARA Wealth, LLC. TARA Wealth, LLC is a Registered Investment Adviser in California and North Carolina.

Host or Publisher TARA Wealth