Free

Resident & Fellow Physician Financial Dinner

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Hilton Garden Inn Pittsburgh University Place

3454 Forbes Avenue

Pittsburgh, PA 15213

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Event description

Description

This dinner event is to go over the basic financial education for physicians as they prepare to enter practice. Whether that's in 2019 or years away, there are some basic principles that do not get taught in depth during your training path. Me and my business partner have built our careers on working with the young physician to help them navigate the world of student loans, investments, taxes and many other areas. Food will be complimentary and we encourage you to bring a significant other or colleagues to the presentation. Please RSVP through this webpage or email me directly at Kyle.Larsen@NorthStarFinancial.com. We are limited on seating so please RSVP if you're interested so we can save you space!


Below are some of the main topics we will cover, but please feel free to bring questions on whatever topic you would like to learn about. There is no obligation or future commitment by attending the dinner so we prefer to keep the setting informal and the discussion conversation based to provide education.

Primary Seminar Focus:

  • Investment principles to know

  • Prioritizing your financial needs during residency/fellowship

  • Special focus on transition from training into practice

  • Job interview and contract discussion

  • Basic tax minimizing strategies*

Secondary Seminar Focus:

  • Fundamentals of risk management and asset protection*

  • How to compare disability insurance companies and their policies

  • Financial considerations when purchasing a home

  • College education and family planning

  • Debt management strategies (including student loans)

*This should not be considered as tax, legal or mortgage advice. Please consult a tax, legal or mortgage professional for advice regarding your specific situation.

North Star Consultants, Inc. Insurance Products and Services | CRI Securities, LLC Securities and Investments and Investment Advisory Services | Securian Financial Services, Inc., Variable Products, Securities and Investment Advisory Services | North Star Resource Group offers securities and investment advisory services through CRI Securities, LLC and Securian Financial Services, Inc., Members FINRA/SIPC. CRI Securities, LLC is affiliated with Securian Financial Services, Inc. and North Star Resource Group. North Star Resource Group is not affiliated with Securian Financial Services, Inc. but is independently owned and operated.2701 University Avenue S.E. | Minneapolis, MN 55414 | 612-617-6000. 745338/DOFU 10-2013

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Date and Time

Location

Hilton Garden Inn Pittsburgh University Place

3454 Forbes Avenue

Pittsburgh, PA 15213

View Map

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