Core Program Structure
We typically offer one to two sessions per year, either in person or virtually, allowing students to ask questions and gain financial clarity.
For schools looking for a deeper financial education series, we offer specialized sessions covering:
Key Topics for PA & Nursing Students
◊ Understanding Student Loans – PSLF, SAVE plan, refinancing vs. long-term repayment strategies.
◊ Employer Benefits & Retirement Plans – Making the most of 401(k), 403(b), and Roth IRA options.
◊ Financial Prioritization – How to structure savings, loan payments, and investments on an entry-level salary.
◊ Taxes & Financial Basics for Healthcare Professionals – What PA and nursing students need to know about taxes, deductions, and common financial mistakes.
◊ Risk Management & Insurance – Understanding disability and life insurance, and why they matter for healthcare professionals.