PRIME Financial Services

Summer Seminar Series

Gain insights into key career transitions, from residency to attending and beyond.
Explore strategies for sustainable building wealth!
Learn More
seminar-home-banner

Explore Our Seminar Lineup

K60gVvgSQduwNSxyQD6agw
January
Build Your 2025 Financial Roadmap
January 8th
Register Now
Read More
rainbow-nov-2022
January
2024 Tax Filing Tips & 2025 Prep for Physicians on the Go
January 22th
Register Now
Read More

Your Partner in Financial Wisdom

For over 65 years, PRIME Financial Services has been guiding physicians and the broader medical community through their financial journeys. Our focus on ongoing education and innovative financial strategies helps our clients achieve financial freedom.

Collaborating with esteemed institutions like Yale, Hartford Healthcare, UCONN Health, NYU Langone, and Mount Sinai, we bring extensive experience to support your financial well-being.

Join us to enhance your financial knowledge and make informed decisions for a secure financial future.

We're more than advisors – we're your allies in securing your overall financial well-being

Explore our Seminars
prime-people-image

Team

Meet Our Team
Prime’s financial education seminar presenters bring decades of industry experience in their respective roles.
Jason Wein
Managing Partner
Howard Wein
Partner
Lawrence Bernstein
Partner
Alex Kreis
Managing Director
Maureen Decker
Managing Director

FAQ

The seminar series covers a range of financial topics for healthcare professionals, including managing student loans, retirement planning, investment strategies, risk management, business ownership, and understanding benefits packages. Each seminar targets a specific stage in a medical career, from residency to private practice and beyond.
The seminars are open to healthcare professionals at any stage of their career, including residents, fellows, attending physicians, and those in private practice. We also welcome medical students and other healthcare industry participants interested in financial guidance.

Yes, the seminar series is completely free to attend. You just need to register in advance to secure your spot.

This seminar series is the complimentary educational service we offer to residents and other healthcare professionals. Our goal is to help you build financial confidence without any pressure or obligation.

The seminars are conducted online via Zoom webinars, allowing participants to join from anywhere.
By attending our seminars, you gain valuable financial knowledge tailored specifically for healthcare professionals. The topics are designed to guide you through various stages of your career, helping you make informed decisions about debt management, wealth building, retirement planning, and risk mitigation. You also have the opportunity to ask questions and receive live feedback.
Yes, if you can’t attend a live session, the seminars are recorded, and registered participants will have access to these recordings. This allows you to catch up on the content at your convenience.