Stop Wondering If You're Doing Enough With Money

• Get clear on your current numbers: Walk through your 30-day expenses, net worth, and where your money’s actually going.
• Calculate your Financial Independence (FI) number: Learn how much you really need to retire comfortably, based on your lifestyle, not generic rules.
• Understand investing strategies that match your goals: From Roth IRAs to HSAs and 401(k)s, learn which accounts to prioritize and why.
• Break down your student loan game plan: Get updated guidance on PSLF, refinancing, and how your loans fit into your FI timeline.
• Spot cashflow leaks & reclaim breathing room: Identify what's blocking your monthly flow and explore what small changes can do long-term.
• Learn how fees impact your portfolio: See how advisor fees can cost you over $1M, and what DIY alternatives can work better.
• Choose your retirement path: Whether it’s traditional, early retirement, or COAST-FIRE, map out what freedom looks like for you.
• Walk away with tools you’ll keep using: Includes a printed workbook packed with reflection prompts, calculators, and fill-in-the-blank frameworks.

This dinner is open to all healthcare professionals and students who want to take a more empowered, informed approach to their finances, without confusion.Whether you’re a PA-C, MD, NP, CRNA, PharmD, or still in training, this event is for you if:

• You’ve started investing (or want to) but feel unsure about where to focus

• You’ve hit burnout and want your money to work harder—so you don’t have to

• You’re craving connection with peers who are just as driven, curious, and financially motivated as you are

• You’re navigating student loans and want to better understand how they fit into your overall financial picture

If you're part of the Millionaires in Medicine community or you've simply been following from afar, this is your chance to be in the room, ask your questions, and build momentum.

Just yourself and a pen! We’ll provide the printed workbook, and you’ll receive everything you need to follow along and take notes during the evening.