CME series demystifies financial planning for residents, young physicians
Paying down educational debt. Managing cash flow and saving for the future. Minimizing the impact of taxes on a physician’s often-substantial income. These skills are vital to the success of early-career physicians, yet none are covered in medical school. Members of the Resident and Fellow Society and Young Physicians Society asked for education about financial topics, and ISMA listened! We’re pleased to announce the 2022 Financial Planning Series of CME webinars, presented by certified financial planner Jack Vogel of Doctors Without Quarters (DWOQ). 

DWOQ is a financial consultancy specializing in advising graduate medical professionals. The company partners with medical schools, teaching hospitals and national associations to provide education to thousands of students and graduates each year.

The three webinars in this series are free to ISMA members, although nonmembers may attend for $75 per session. They are conveniently scheduled from 7 p.m. to 8 p.m. on April 21, May 5, and May 19, and each is accredited for 1.0 AMA PRA Category 1 Credits™. Registration is required.

2022 Financial Planning Series topics

Managing Debt
Thursday, April 21
7 p.m. to 8 p.m. ET

One of the most important steps toward financial success is to navigate available student loan repayment and forgiveness programs strategically. That’s easier said than done, however, as these programs are complex and continually evolving. In this session, we look at the best approach for managing student loans and other personal debt. REGISTER NOW >> 

Estate Planning and Saving for Short/Long Term
Thursday, May 5
7 p.m. to 8 p.m. ET

Financial security requires planning, and creating your financial plan begins with clarifying your ideal future. In this session, you will consider what financial independence looks like for you. You’ll learn how to map out the steps required for financial security and consider the steps you need to take to achieve it. REGISTER NOW >>

Tax Credits and Savings Tips
Thursday, May 19
7 p.m. to 8 p.m. ET

For the most part, personal finance for physicians at every stage of their career is exactly like personal finance for everybody else: What is deductible for them is exactly what is deductible for everyone else – you just need a basic understanding of the tax code. In this session, you will gain that understanding and learn where it will benefit you most. REGISTER NOW >>

Learn more and register for one or more webinar in this series >>