IM WEALTH LIVE

Financial Education Every Physician Wishes They Had in Training

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FOR IM WEALTH LIVE

"I hope younger physicians get the right financial education early on… whether they do anything about it is their choice."

- Dr. Sanjay Talati, MD

Who Should Attend?

Our IM Wealth Live sessions are designed for physicians at every stage, including:

  • Attending Physicians

  • Residents and Fellows

  • Medical Students

Whether you're just beginning your medical career or looking to make more confident financial decisions, you'll leave with practical insights you can put into action.

Why We do This

Medical training prepares physicians to care for patients, not necessarily to navigate the financial decisions that come with a medical career.

Whether you're managing student loans, signing your first employment contract, building an investment strategy, or planning for retirement, the financial choices you make today can have a lasting impact on your future.

That's why we created IM Wealth Live: a free, live educational series designed specifically to help physicians build financial confidence through practical, unbiased education.

What You'll Learn

Each masterclass focuses on the financial topics physicians encounter throughout their careers, including:

  • Building a strong financial foundation

  • Managing debt while growing wealth

  • Investing with confidence

  • Tax-efficient financial strategies

  • Protecting your income and your family

  • Retirement planning for physicians

  • Common financial mistakes, and how to avoid them

  • Creating a long-term wealth-building plan

Every session includes practical education you can apply immediately, regardless of where you are in your career.

FAQs

  • If you want to be invited to all of our Live Sessions, all you need to do is complete the form link above. See you soon!

  • Sessions are Live and recorded for those who cannot attend live sessions.

  • Sessions are designed to empower Attending Physicians and Physicians in Training to learn how to take control of their money.

    We discuss a wide and ever changing area of financial topics that are most important to the medical practitioner.

  • We created IM Wealth Live as a safe place to learn about money.

    We don’t talk products in these sessions.

    Our strict NO SALES policy is of vital importance in maintaining a comfortable learning environment.

  • We do not give any financial advice outside of a formal client engagement.

    However, we can do our best to pragmatically answer questions.