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Our Financial Literacy Series

We offer our Financial Literacy seminars in-person and over Zoom or Webex video calls.  This is a complimentary educational service we offer residents to ensure they feel confident with financial knowledge needed for graduation with no pressure.

Some of our topics include, but not limited to:

Student Loan Refinancing Options | Financial Wellness for Physicians | Taxes & Tax Saving Rules for Physicians | Risk Protection and Liability Planning | Medical Practice Development | Contract Negotiations

Would you like to attend our next LIVE webinar? Fill out the form below to be added to the invite list and get the password to watch previous seminars:

Thank you for your interest in our seminar series. 

The password to watch our previous seminars is prime

Helping  Medical Professionals

with Their Money Since 1956.

Contact Us

187 Danbury Road, Second Floor

Wilton, CT 06897

Phone | (203)966-7243

Fax | (203)972-0224

Email | prime@pfinancialservices.com

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*Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC. Registered Investment Adviser. Member FINRA/SIPC. 600 Dresher Road, Horsham, PA 19044. 800-225-7637, www.htk.com. Prime Financial is unaffiliated with HTK.  HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation.

Our representatives are licensed and registered in our resident state of CT, as well as additional states. Not an offer or solicitation in any state where reps are not properly licensed.

The views expressed are those of the presenting party and may not reflect those of HTK or its affiliates.

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