Have Questions?

  • Virtual presentations are completely free. For in-person presentations, it depends on the location and format — many are also free of charge. If travel by plane is required, we simply ask that flights and hotel accommodations be covered. That's it.

  • Most presentations run between 60 and 90 minutes. This allows enough time to dig into the material and leave room for questions — because there are always questions.

  • Absolutely! In-person presentations are always welcome. If your program is within driving distance, we'll make it work. If it requires flying out, we just ask that travel and lodging be taken care of. Reach out and we'll figure out the logistics together.

  • Yes! Each presentation can be tailored to what your students or residents need most. Whether you want to zero in on student loan repayment, tax basics, or something else entirely, just let us know and we'll make it work.n

  • Absolutely — you're encouraged to record and share the session with your program. The goal is to get this information in front of as many medical professionals as possible, so please share away.

A woman giving a presentation at a conference with a slide displaying topics like General Wellbeing, Household Finances, Investment & Retirement, Risk Management, and Tax Strategy. There are seated attendees and a table with water bottles and flowers in the foreground.

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