Presentations

View Zoom Presentation

Topics:

  • Cash flow/budgeting
  • Credit scores & credit card debt
  • Buying a house in residency

View Zoom Presentation
View Presentation Handout

Topics:

  • Buy vs. Rent
  • How to start the process
  • Working with a Loan Officer
  • Working with a Real Estate Agent
  • How much can you afford
  • Making sure you get the right loan
  • Pitfalls to avoid

View Zoom Presentation

Topics:

  • Know your loan portfolio
  • What happens after graduation
  • Repayment Plans
  • Postponing Loan Payments
  • Refinancing & Consolidating loans
  • How repayment looks in residency
  • Public Service Loan Forgiveness (PSLF)
  • CARES Act

View Presentation Handout

Topics:

  • Debt reduction, such as how to pay off student loans within 5-6 years of finishing residency
  • A simple system for allocating living expenses, debt reduction, and long-term savings
  • What to do with all that money when your income jumps up so high in 3 – 7 years
  • How to achieve a better life/work balance: less debt = less stress
  • What the American Taxpayer Relief Act means for you

View Zoom Presentation

Financial Advisors:
Joshua Wokurka- 
[email protected]
Ross Cameratta- [email protected]

Topics:

  • Efficient Debt Management and Student Loan Strategies
  • Tax-Efficient Investing Strategies1
  • Retirement Funding Overview (Roth IRA’s, SEP’s, 401k, 403b, 457, etc.)
  • Asset Protection Overview (how to protect what you own)1
  • Risk Management- Disability, Life and Long-Term Care Insurance Overview
  • Strategies to Maximize Employer Benefits
  • College Funding Options (529’s & other college funding strategies)
  • What to Look for in a Financial Advisor