Broker Check



Currently teaching financial literacy to doctors and residents at Connecticut Children’s Hospital.

A few years ago, we were approached by the Connecticut Children's Hospital and asked if we would teach financial literacy to their residents. Our firm along with another local wealth management practice developed a curriculum that addressed both basic financial planning topics, along with financial issues specific to doctors.

Initially the program was intended for residents only. However, as word spread, the doctors requested access to the program as well. We have also been approached by hospitals in other states to teach their doctors and residents.

Have a Question?

Thank you!