Financial Wellness for Healthcare Professionals

Finance 101

How the Stock Market Works

The Fiduciary Standard of Care

What is a Fiduciary Advisor?

Why does it matter?

How to Work with a Financial Advisor

What should you ask?

Early to Mid-Career

Residents & Students

Late-Career and Retirement

Schedule a Meeting With a Financial Advisor

Late Career & Retirement

Retirement Stage of Life: Preparing to Retire

As you embark on this new phase of life, asset growth and preservation are equally important. You’ll also need to plan for health insurance, Medicare, and Social Security options while keeping up with the rising cost of living.


Presented by: Ted Rhinehart, AIF®, CPFA, QKA


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