teaching young physicians & attorneys to be financially fluent

Sharon M Unti, MD Residency Program Director Department of Pediatrics, Chicago Northwestern Medicine

I wanted to thank you for providing the residents with outstanding education focused on aspects of investment and financial management. The residents were excited to have this type of session and shared many positive comments. Specific written feedback from them included:
“The financial talk was amazing and should be longer!”
“The financial management talk was very helpful.”
“Really enjoyed the financial planning session.”

Thank you again on behalf of myself and all the PL-2 residents for your time, dedication and effort. I am truly appreciative of your time in support of our pediatric residents. I hope we can incorporate your insights at future retreats.

Dennis Driscoll Financial Literacy Advisor University of Illinois College of Medicine Peoria

I advise medical students on financial topics and was fortunate to attend Jen’s presentation to our residents in February 2020.  The content was relevant for any future physician and this was made clear by the engagement of our residents – they had many questions and thorough discussions throughout the session.

I hope Jen can participate again in the future including educational opportunities for our students.  In regards to financial education, the earlier the better!

Lisa Zipsie, Designated Institutional Official, Riverside Medical Center.

“This educational presentation is a must for residents and fellows. They learned important investment strategies they can implement while in training and continue upon graduation. The residents and fellows were hanging on Jennifer’s every word. We hope she will return on an annual basis.”

Feedback from Seminar Attendees: Medical Residents and Medical Students

Thank you so much! Investments made simple & digestible in a very short period of time. My only regret is that I did not have the opportunity to connect with Jennifer in my 20s-30s! Again thank you! Brilliant!
Dr Irene Carr
Fantastic Presentation! This presentation should be required curriculum for all residents. Thank you so much!
Dr Trevor Washburn
Knowing the basics of financial planning was an eye opener, and an enriching experience. Very empowering!
Dr Preeti Banga
You are absolutely excellent at presenting this information. I have sat on at least 3 different financial presentations and you are hands down the best presenter. Thank you for your phenomenal presentation!
Dr. Nazia Alvi, DO
Jen: Fantastic presentation! Hit all the relevant points for physicians. Infectious enthusiasm and passion.
Dr Shashidharan MD
Jennifer helped inform and provide the necessary resources for me to confidently plan my financial future.
Dr Seban Liu, DO
Excellent work! Thank you so much! This was so educational and will definitely change my financial life for the better.
OSF St Francis Medical Center Physician
Awesome job. Especially appreciated the discussion on asset allocation.
OSF St Francis Medical Center Physician
The enthusiasm with each lecture was recognized and the passion easily transparent listening to you deliver the information.
Riverside Medical Center Physician
I’ve heard versions of this talk a few times, and I feel like this is the first time it has really started to make sense and sink in. Really appreciated the lessons in the seminar.
Riverside Medical Center Physician
I really liked how you present and hearing the experiences with your kids and students.
University of Illinois Medical School Student
Thank you for making this presentation. Very clean, digestible, and obtainable for novice and experts alike.
University of Illinois Med School Student
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