Finance for Doctors
We don't sell financial products.e-Books
Brokers, insurance agents, and financial advisors have their own agendas, and their ‘educational’ events are thinly veiled marketing sessions.
Your peers and mentors may have the best intentions, but they’re medical professionals – not finance experts. Furthermore, their advice may be overly influenced by their personal experiences and circumstances, which may not be identical to yours.
Brief Description of the sort of events that happen and what to expect.
Mar 23, 2020 08:00 - Mar 23, 2020 03:00
2024 E. Monument Street, Baltimore, MD 21205
Unbiased Personal Finance for Faculty, Staff and PhysiciansRead More
Apr 02, 2020 08:00 - Apr 02, 2020 03:00
2024 E. Monument Street, Baltimore, MD 21205
Investing Basics for Faculty, Staff and PhysiciansRead More Register
Feb 24, 2020 10:05 - Feb 24, 2020 11:00
Gaylord National Resort & Convention Center 201 Waterfront Street National Harbor, Maryland 20745 USA
Presentation and panel on investing for medical fellowsRead More
This was fantastic for my level of understanding and the exact right timing for this information. 3 years ago I wouldn’t have cared, and 2 years from now may be too late. I think Trainees (fellows or residents) that are in their terminal training program and going to be joining the workforce are the perfect target audience for this. I, like many other physicians, am extremely weary of financial “talks” and so this unbiased presentation was exactly what was needed from a knowledgeable source.
"Overall, I thought the [Pillars of Wealth] course was comprehensive and detailed. It provided a very solid foundation upon which I hope to build ... I feel much more comfortable now engaging in these important conversations with my spouse.
Dr. Bar-Or presented an excellent overview of how individuals and families can protect their assets today and for retirement. His presentation at the American College of Osteopathic Internists’ Annual Convention in Baltimore served as a valuable refresher for ACOI members who are currently planning for retirement, and provided the necessary steps that Residents should follow as they begin their medical careers.
This was one of the best non-academic courses I've ever taken. I am a junior faculty member in SOM [School of Medicine] and am trying to learn more about my finances, so that I can make better financial decisions & set myself up well for future financial endeavors. The course material was interesting & the instructor was highly knowledgeable. Thank you so much!
I found the course extremely helpful in understanding the principles of financial health. I think your perspective and interest in health professionals is particularly helpful and I really appreciate your time and how you tailored things for us.
I enjoyed the course very much, and found it useful. We had purchased disability and life insurance before the course, but it has already inspired me to convert an old 401K to a Roth IRA ... We will probably also purchase umbrella insurance.
Great course - would love more of these types of lectures. Highly useful!
Words of Praise for Dr. Bar-Or:
We had the distinct honor of having Dr. Bar-Or as a guest presenter at our inaugural Physician Educational Retreat sponsored by the Center for Physician Well Being and Professional Development.
Our goal was to provide unbiased physician-focused financial basics. We know that financial stressors which are unique to physicians also contribute to stress which can lead to burnout. Dr. Bar-Or worked with us to better understand the needs of our physicians, our culture, and how to complement the presentations of the other facilitators. His breakout sessions were full! People came early to get a seat and stayed after to ask questions. Our physicians thought he had a very engaging presentation style and enjoyed his sense of humor. They had their pictures taken with him and asked him to sign their books!
Administratively, Dr. Bar-Or was very easy to work with. He graciously offered his time in the early stages of putting our retreat content together. He was responsive to our requests and was easily accessible. His presentations were well-planned, well-organized, and well-presented. We were beyond pleased and our physicians and their spouses were as well.
We look forward to having Dr. Bar-Or return and share more of his financial expertise with our physicians in the future.
Ann D. Ostrom
Director Physician Leadership and Well Being, Community Health Network, 7240 Shadeland Station Way, Suite 200, Indianapolis, IN 46256
I wanted to personally thank you for speaking on the importance of financial literacy at our Community Physician Network Well-being CME event on September 27-28th 2019.
I especially appreciated the time you spent in advance of the event to fully understand your audience and the overall goals of the event. The result was an engaging, unbiased presentation that provided practical and actionable advice.
Reviews of your presentations on “Top Financial Mistakes Physicians Make,” “Investing Basics and Portfolio Foundations,” and “Evaluating Needs and Selecting Insurance,” were rated “very good” to “excellent” by 96% of respondents. You graciously agreed to sign copies of your book, Pillars of Wealth: Personal Finance Essentials for Medical Professionals, which we provided in advance to all participants. Your passion for educating physician families on personal finance was palpable.
Comments from our physicians included, “Helped me stop procrastinating on financial planning; isn’t as complicated as I thought,” and, “I feel much more comfortable in how to better manage my finances and be proactive.”
Physicians and spouses also appreciated your accessibility and approachability at our evening social event for additional questions and advice.
Thank you again for such well prepared presentations. Based on our participants’ reviews, we will be planning additional educational seminars and look forward to working closely with you in the future.
Kevin C. Coss MD
Chief Wellness Officer, Community Health Network, 7240 Shadeland Station, Suite 200, Indianapolis, IN 46256
A very practical and realistic speaker/teacher ... much appreciated since he simplifies the complexities of the finance world.