Financial Education for Medical Professionals
Empowering Future PROVIDERS:
As a medical educator, your role in guiding trainees toward successful futures includes fostering financial education. We offer complimentary specialized programs tailored to the unique financial concerns of healthcare professionals.
Who We Are
We take pride in assisting training programs nationwide in educating about the complex world of finance. With years of experience in the industry, we have built a reputation for delivering educational programs in a simple and clear manner. This enables learners across all disciplines to apply personal financial concepts to meet their goals.
Lifetime Financial Growth (LFG) is a privately held wealth management firm with offices in 7 states and 10 major metropolitan cities in the United States. The firm ranks among the top financial services firms in the country, with over 330 Financial Professionals, serving more than 81,000 clients, nationwide.
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Residency Financial Wellness Curriculum include:
WHITE COAT FINANCIAL WELLNESS SERIES
4 Sessions
THE FINANCIAL
OPERATING ROOM
2 Sessions
FINANCIAL TOOLKIT FOR FUTURE ATTENDINGS
3 Sessions
PRESCRIPTIONS FOR FINANCIAL HEALTH
2 Sessions
RESIDENT FINANCIAL EMPOWERMENT
2 Sessions
PHYSICIAN'S FINANCIAL PLAYBOOK
1 Session
References happily provided upon request
Dr. Tovar's inspiring journey with Guardian
What Residents Are Saying
"This program brought me peace about my financial future and paying off debt. The presenter was extremely effective, and the content was incredibly useful. Every residency program could benefit from this kind of education."
"Great program! Extremely useful and well presented. I appreciated how the content was directly related to Anesthesiology. It made complex topics like student loans and cash flow much more approachable."
"The presentation was excellent! Extremely useful and eye-opening. It helped me understand how to protect my future income and broke down complex topics into digestible pieces. The interactive format made everything clear and easy to follow."
Meet the Team
Dedication. Experience. Passion.
We take pride in assisting training programs nationwide in educating about the complex world of finance. With years of experience in the industry, we have built a reputation for delivering educational programs in a simple and clear manner. This enables learners across all disciplines to apply personal financial concepts to meet their goals.
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Schedule now to create your customized resident educational program!
The Case for Needed Financial Literacy Curriculum During Resident Education
Personal physician finance is an overlooked source of stress that negatively impacts resident wellbeing with formal financial education often left out of medical training.
Results:
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The 42% to 79% of residents responded in surveys that they had “below average” understanding of finance, investing, and savings and that they felt unprepared to handle future financial decisions.
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The majority of residents feel underprepared when making financial decisions and that formal financial education should be incorporated during their residency training.
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79% to 95% of respondents agreed that personal finance should be taught during residency training.
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Educating residents can help mitigate financial stress which can improve physician well-being, reduce attrition, and result in better patient care.
SOURCE: Journal of Surgical Education Volume 80 /Number 4 April 2023
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This website is intended for general public use. By providing this content, Park Avenue Securities LLC is not undertaking to provide investment advice or a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation.
Lifetime Financial Growth, LLC is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 244 Blvd of the Allies, Pittsburgh, PA 15222. PH: 412.391.6700. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Lifetime Financial Growth, LLC is not an affiliate or subsidiary of PAS or Guardian. 2Includes owners of in force life, disability income and long-term care insurance policies as well as all securities accounts.
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