We offer one product only: Education.

We are not financial advisors, brokers, or insurance salesmen.


Our exclusive focus is on delivering unbiased education, available through several media:

ONLINE COURSES

SEMINARS & WORKSHOPS

BOOKS

WEBINARS

TRAIN THE TRAINER

 

 

 

 

 

Check out our events too!


Flexible and Customizable material to fit any need

PERSONAL FINANCE TOPICS

– Budgeting

– Managing debt

– Protecting assets

– Investments

– Insurance

– College saving plans

– Preparing for retirement

– Examining employment contracts

– Estate planning

PRIVATE PRACTICE TOPICS

– Leadership development

– Financial management (budgets, financial statements)

– Risk management (identifying dangers and mitigating exposures)

– Human resource management (hiring and retaining staff)

– Starting a medical practice
(forming a management team, finding a location,
selecting technology solutions, hiring and
firing, borrowing, etc.)


We seek to create long-term relationships with Medical School & Graduate Medical Education departments,
in which we return to campus each year to teach the newest graduating class of students/residents/fellows.
Please contact us to discuss your needs/interests/constraints.

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