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PRIME Financial Summer Seminar Series

Explore Our Seminar Lineup

Upcoming Seminar April 28th, 2025
Tax Aftermath: What’s Coming for 2025
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Upcoming Seminar April 18th, 2025
Smart Tax Planning For Doctors
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Past Seminars

Past Seminars February 5th, 2025
Invest Smarter, Not Harder: Investment Strategies for 2025
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Past Seminars January 22nd, 2025
2024 Tax Filing Tips & 2025 Prep for Physicians on the Go
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Past Seminars January 8th, 2025
Build Your 2025 Financial Roadmap
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Past Seminars October 23rd, 2024
Revisit 2024 Finances & Build a Strong 2025 Foundation
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Past Seminars October 9th, 2024
End-of-Year Tax Moves for Physicians
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Past Seminars September 25th, 2024
Navigating Major Financial Milestones as a Medical Professional
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Past Seminars August 21st, 2024
Risk Management for Physicians
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Past Seminars August 7th, 2024
Balancing Student Loan Repayment and Investing: A Physician’s Dilemma
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Past Seminars July 17th, 2024
Investing 101 for Busy Physicians: Building a Strong Investment Portfolio
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Past Seminars July 10th, 2024
Navigate Your Shift to Private Practice or Hybrid Model with Financial Ease
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Past Seminars June 19th, 2024
Seamlessly Transition from Residency to Fellowship with Smart Financial Planning
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Past Seminars June 12th, 2024
Step Into The Next Residency With Financial Confidence
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