Date | Time | Topic | Speakers |
1/9/2025 | 4 PM – 5 PM | Empowering Physicians Through Financial Literacy | Josh Daily, MD |
5 PM – 6 PM | Billing/ Coding | Steve Schexnayder, MD | |
1/16/2025 | 4 PM – 5 PM | Insurance | Steve Schexnayder, MD |
5 PM – 6 PM | Managing Cash Flow/ Budgeting | Courtney Cox, MD | |
1/23/2025 | 4 PM – 5 PM | Credit and Credit Scores | Steve Schexnayder, MD |
5 PM – 6 PM | Lessons Learned from Private Practice | Tad Pruitt, MD | |
1/30/2025 | 4 PM – 5 PM | Student Loans | Janice Nottenkamper, BA |
5 PM – 6 PM | Investing Basics | Josh Daily, MD | |
2/6/2025 | 4 PM – 5 PM | Compensation | Renee McGraw, MD |
5 PM – 6 PM | Retirement Planning | Steve Schexnayder, MD | |
2/13/2025 | 4 PM – 5 PM | The Most Important Year of Your Financial Life | Josh Daily, MD |
5 PM – 6 PM | Housing | Michael Jerkins, MD | |
2/20/2025 | 4 PM – 5 PM | Creating a Financial Plan | Steve Schexnayder, MD |
5 PM – 6 PM | Malpractice Avoidance | Michele Browning, JD | |
2/27/2025 | Off – No Class | Off – No Class | Off – No Class |
3/6/2025 | 4 PM – 5 PM | Estate Planning | Laura Johnson, JD |
5 PM – 6 PM | Taxes | Scott Gatlin, MD | |
3/13/2025 | 4 PM – 5 PM | Why We do Dumb Things with Money | Josh Daily, MD |
5 PM – 6 PM | Risk, Opportunities, and Emotional Blind Spots | Mike Marquez, CFP | |
3/20/2025 | Off – No Class | Match Week | |
3/27/2025 | 4 PM – 5 PM | Financial Plan Review/ Feedback | Josh Daily, MD & Steve Schexnayder, MD |
5 PM – 6 PM | Selecting Financial Professionals Workshop (Filing Taxes, Opening Roth IRA) | Josh Daily, MD & Steve Schexnayder, MD | |
4/3/2025 | 4 PM – 5 PM | Mistakes Every Physician Should Avoid | Josh Daily, MD & Steve Schexnayder, MD |
5 PM – 6 PM | Course Wrap Up and Dinner | Josh Daily, MD & Steve Schexnayder, MD | |
4/10/2025 | 4 PM – 6 PM | Make up Week (if necessary) |