Financial Education for Physicians and Dentists

As part of our commitment to make a positive impact in people’s lives our lecture series is integrated into the curricula of a growing number of teaching hospitals.  We speak on various topics, ranging from life planning to financial concerns to practice management, and investment strategies.  Our talks outline the many challenges facing Medical Professionals today and addresses how we can help you effectively protect against these risks and secure a sense of security with the right resources

We undertake this initiative because we believe that the traditional medical educational system does not teach the "business of medicine" and how to manage your resources.  

To request an appointment or schedule a speaking engagement for your practice, program, or association contact us at 843-884-4545 or email us at



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Click on the link below for white papers and suggested reading.