In December 2020 we ventured into the world of Zoom, holding our first two online seminars in London and Windsor in a series called, “Live Like a Resident” and the first segment discussed Transition to Practice. Previously these seminars would be held face to face, but with the current COVID restrictions we knew it was important for physicians to have access to the right information that would help educate them and provide them with the best possible transition to practice possible.
After the success and feedback of our December seminars we decided that now would be an opportune time again to provide these education-based seminars to residents especially since the summer months will be a transition time for so many.
The primary goal of these seminars is to provide residents and those in the process of transitioning to practice with relevant and comprehensive answers to the questions they have, based on real concrete information and real-life experiences. We work with physicians through all life stages, from medical school to residency to practice to retirement. Merging key learnings from their personal situations and our expertise in wealth management, our webinar answers the most pressing of questions and decisions that residents must make when making the leap from education to practice.
Regularly, we will highlight a new topic in our blogs and webinars:
- What does incorporating mean, and when should I consider incorporating?
- Building Wealth: Financial tips for newly practicing physicians.
- Home ownership: What types of real estate should I look at?
- Risk management: What insurance protection should I be considering?
This is the opportune time to surround yourself with best practices and a team that is focused on medical, integrated advice that has your best interest at heart.
To support local restaurants, we have dinner delivered to everyone who registers. Our webinars are not restricted by location.
To sign up for our next webinar, contact us.
This material is provided for general information and is subject to change without notice. Although every effort has been made to compile this material from reliable sources; no warranty can be made as to its accuracy or completeness, and we assume no responsibility for any reliance upon it. Before acting on any of the above, please contact Tall Oak Private Wealth of Raymond James Ltd., for individual financial advice based on your personal circumstances. Raymond James Ltd. – Member – Canadian Investor Protection Fund. Insurance offered through Raymond James Financial Planning Ltd., not a member – Canadian Investor Protection Fund.
The views expressed in this commentary are those of Tall Oak Capital Advisors as at the date of publication and are subject to change without notice. This commentary is presented only as a general source of information and is not intended as a solicitation to buy or sell specific investments, nor is it intended to provide tax or legal advice. Statistics, factual data and other information are from sources Tall Oak believes to be reliable but their accuracy cannot be guaranteed. This commentary is intended for distribution only in those jurisdictions where Tall Oak Capital Advisors are registered. Securities-related products and services are offered through Raymond James Correspondent Services Ltd., member Canadian Investor Protection Fund. Insurance products and services are offered through Gryphin Advantage Inc., which is not a member-Canadian Investor Protection Fund. This commentary may provide links to other Internet sites for the convenience of users. Tall Oak Capital Advisors is not responsible for the availability or content of these external sites, nor does Tall Oak Capital Advisors endorse, warrant or guarantee the products, services or information described or offered at these other Internet sites. Users cannot assume that the external sites will abide by the same Privacy Policy which Tall Oak Capital Advisors adheres to.
