Free Financial Seminars for Physicians & Healthcare Professionals
Join thousands of doctors nationwide who are learning how to grow, protect, and master their finances — from residency to retirement.
Upcoming Seminars
70+ Years of Trusted Financial Guidance for Physicians
Since 1958, Prime Financial Services has been a go-to partner for doctors at every career stage — from med school to private practice. We’ve worked with top institutions like Yale, UCONN Health, NYU Langone, and Mount Sinai to bring meaningful financial education to healthcare professionals.
Whether you’re figuring out student loans, tax strategies, or preparing for retirement, we provide unbiased, no-pressure advice to help you succeed.
- 70+ years of experience
- Trusted by 100+ hospitals and universities
- 100% free and education-focused
- Personalized for your career stage
Hospital we work with
Meet Your Financial Educators
Howard Wein
Principal
Jason Wein
CEO, Managing Partner
Larry Bernstein
Principal
Alex Kreis
Managing Director
Maureen Decker
Managing Director
Darby Burke
Business Operations Manager
Prime Financial Service -
Prime is an education-focused firm. Most financial planning firms center on numbers and tactics. We too employ data and research to guide our financial advice, but we lead with the process of sharing knowledge. Half of our time is dedicated to conducting financial education seminars within hospitals, universities, private practices, and various groups
We firmly believe that leading with honest advice and education is the key to helping the medical community attain financial freedom.
Past Seminars
More details will be available soon.
More details will be available soon.
More details will be available soon.
More details will be available soon.
More details will be available soon.
More details will be available soon.
Secure your financial future with strategies to manage market fluctuations and protect your retirement savings.
Understand the upcoming tax shifts and learn strategies to minimize your tax burden and protect your wealth.
Take control of your finances. Attend our free webinar and learn essential tax planning strategies, valuable deductions, and retirement contributions to keep more of what you earn.
Learn to grow your wealth and secure your financial peace of mind without overwhelming your schedule.
Learn key strategies for 2024 filing and 2025 preparation to save time and money. Streamline tax management and avoid costly errors with insights.
Secure your financial future in 2025. Learn to create a robust financial plan, set SMART goals, and manage your finances effectively in our free seminar.
Gain financial confidence by understanding your current standing, planning for tax season, and setting a strong foundation for the new year.
Secure your financial future with expert tax strategies. Learn key adjustments, contributions, and filing practices to minimize your tax bill and keep more of your earnings.
Plan your financial future with practical steps. Discover strategies for each stage of your career, from debt management to wealth preservation.
Protect your finances with essential coverage like disability insurance, malpractice, and other key protections.
Strategies to balance student loan repayment with smart investing to achieve financial success.
Learn how to build a solid investment portfolio without disrupting your busy schedule.
More details will be available soon.
More details will be available soon.
More details will be available soon.
FAQ's
Our financial guidance seminar covers crucial topics like Student Loan Refinancing, Financial Wellness for Physicians, Tax Saving Rules, Risk Protection, Medical Practice Development, and Contract Negotiations. These sessions are designed to provide valuable insights and strategies tailored to the unique financial challenges and opportunities faced by healthcare professionals.
Healthcare Professionals can significantly benefit from attending the financial guidance seminar in various ways. The seminar covers effective debt repayment strategies, guidance on enrolling in the right benefits at the hospital, concepts of life and disability insurance, managing, saving, and benefiting from taxes, financial insights for running a medical practice, and retirement planning strategies for making the most out of their golden years. These valuable insights empower Healthcare Professionals to make informed decisions, navigate financial challenges, and plan for a secure and prosperous future.
Our seminars are designed for doctors, resident doctors, and medical professionals, conducted both in-person attendance and participation through Zoom or Webex video calls. These engaging 30-45 minute sessions are led by seasoned industry experts with decades of expertise in their respective fields. We encourage active involvement, providing a platform for questions and discussions, and ensuring a valuable experience for all attendees.
Yes, this is a complimentary educational service we offer residents to ensure they feel confident with the financial knowledge needed for graduation, with no pressure.
We offer our Financial Literacy seminars both in-person and over Zoom or Webex video calls.
You can request a seminar by clicking here and filling out the form.