Financial Wellness Lunch Series
Financial wellness is an important contributor to overall wellness. The Financial Wellness Series for faculty and residents consists of three one-hour workshops designed to address financial issues common to physicians and physicians-in-training not addressed in current GME or CME curricula. Come join us to hear about informed approaches to investing, planning for your family’s future, and tackling that student debt. Lunch will be provided.

Sponsored by the Office of Faculty Professional Development:

Kristina McAteer, MD
Katherine Vessenes, JD, CFP, RFC
Name (Last, First) *
Email Address *
Specialty *
Session I: Approach to investing
January 14, 12:00-1:00pm
George Auditorium, RIH

Overview: How physician finances are unique and how the changing practice of medicine in the 21st Century impacts the approach to investing

Learning objectives:
(1) Describe 3 ways physician finances are unique
(2) Identify the tax implications for investing/saving
(3) Describe the importance of establishing good saving patterns
Registration *
Session II: Home & Family
January 16, 12:00-1:00pm
George Auditorium, RIH

Overview: Approach to purchasing a home and college savings (overview of 529 fund)

Learning Objectives
(1) Identify the risks/benefits of purchasing a home vs. renting
(2) Estimate how much home you can afford
(3) Define a 529 plan and what are the benefits/downsides
Registration *
Session III: Student Debt
February 4, 12:00-1:00pm
George Auditorium, RIH

Overview: The true cost of a medical education and approaches to the student burden

Learning Objectives
(1) Describe the cost of a medical education and projections for future generations
(2) Identify strategies to approach student loans and importance of sound financial principals
(3) Define a PSLF and determine if it is right for you.
Registration *
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