Personal Finance Webinars

6 Traits of Financially Prepared Women Physicians

A 30 minute on demand webinar exclusively for physicians.

Featuring: Robin Robertson, CLU
Senior Wealth Advisor, Millennium Brokerage Group

You will learn:

  • The 6 Traits that financially prepared women physicians share
  • How to get ‘on-track’ with your retirement plans (and stay there)
  • What steps to take if you’re ‘behind’
  • The roadmap to achieving the 6 Traits

Educational Videos

Protecting Your Most Valuable Asset

Young physicians guide to the basics of Disability Income Insurance.

Managing Debt

Young physicians guide to managing debt after medical school. 


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