ISMA 2022 Financial Planning Series (Session 1)
“Managing Debt”
Accredited for 1.0 AMA PRA Category 1 Credits™
Thursday, April 21, 2022
7:00 – 8:00 p.m. ET
Fee:
Members: Free
Nonmembers: $75
Registration required
Program description:
Attending medical school is a serious financial investment. It’s a decision many students make because they have a personal calling to become a physician. Medical school is expensive, but, with a little studying and planning, you can limit the educational costs and minimize your debt.
The large amount of information about debt management and personal finance can feel overwhelming to learn and apply. And, the cost of medical school continues to rise, increasing the average amount of loans for medical school. It is no surprise that debt is a common source of stress among medical students, residents and new physicians.
However, there are many reasons to be confident about your future. It is rare for physicians to default on their educational loans, even though many carry six-figure debts. Physician salaries in every specialty are among the highest in the world. You can afford to pay for medical school and pursue the specialty of your choice.
One of the most important steps toward financial success is to navigate available student loan repayment and forgiveness programs strategically. That’s easier said than done, however, as these programs are complex and continually evolving. In this session, we look at the best approach for managing student loans and other personal debt.
Objectives:
At the end of this webinar, attendees will be able to:
- Compare loan repayment options.
- Distinguish how different loan repayment strategies coincide with savings goals.
- Comprehend variables related to student debt to consider when filing taxes.
- Identify advantages and disadvantages of refinancing and how to find the lowest rate, while still having an affordable payment.
- Recognize how current and proposed legislation affects borrowers in various career stages.
Speaker:
Jack Vogel
Institutional Relationships Manager
Doctors Without Quarters (DWOQ)
About our Speaker:
Jack Vogel joined the DWOQ team as an institutional relationships manager in 2022. He provides education and other student loan solutions to DWOQ’s school, hospital and association partners. Jack transferred from the Larson Financial Group where he served as a financial advisor for physicians and regularly gave financial presentations to many physician groups. Jack found his interest to be working with residents and early career physicians, with a true passion for presenting. So, it was natural for Jack to transition to DWOQ.
Jack graduated from the University of Missouri with a finance degree and holds several investment licenses. He also holds the Certified Financial Planner™ (CFP®) designation, which is the hallmark planning credential awarded to those with extensive training in financial planning, investments and retirement planning. Jack’s experience also includes being a portfolio trader, service manager and paraplanner.
CME information
Designation Statement: The Indiana State Medical Association (ISMA) designates this live webinar for a maximum of 1.0 AMA PRA Category 1 CreditsTM. Physicians should claim only the credit commensurate with the extent of their participation in the activity.
Accreditation Statement: The Indiana State Medical Association (ISMA) is accredited by the Accreditation Council for Continuing Medical Education (ACCME) to provide continuing medical education for physicians.
Disclosure Policy: In accordance with The Standards for Integrity and Independence in Accredited Continuing Education, educational programs sponsored by the ISMA must demonstrate balance, independence, objectivity and scientific rigor. Prior to the activity, all faculty, authors, editors and planning committee members participating in an ISMA-sponsored activity are required to disclose to attendees any financial relationships with an “ineligible company” whose primary business is producing, marketing, selling, re-selling, or distributing healthcare products used by or on patients.
Disclosure Statement: No members of the CME Planning Committee or our speaker have any relevant financial relationships with an ineligible company to disclose.
If you have questions, contact ISMA Continuing Medical Education staff at 800-257-4762 or seminars@ismanet.org.
Please note this session will be recorded and uploaded to our ISMA Online mobile app for on-demand viewing for those who miss it.
REGISTRATION DEADLINE: April 21, 2022, at 6:00 p.m. ET
REGISTRATION DETAILS
Thank you for your interest in this financial planning webinar. If you will take a few minutes to answer prompted questions for this event, the presenter will use the information to focus his presentation on the most pressing concerns of the participants. Please note there is a "prefer not to answer" option for each question. While the survey is completely anonymous, with only aggregate data being used to tailor the presentation, we want to give you the option of sharing as much or as little information as you would like.
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