Dana Potts speaks on a wide variety of financial planning topics throughout the year and across the country to medical professionals. He presents to large groups at conferences and conducts interactive workshops at medical schools and hospitals interested in educating students and residents on managing debt and preparing for their financial future.
Doctors face a rapidly changing financial landscape that can impact future income and expenses, and risk. Dana will help them understand why these issues may affect them personally and how to navigate their way through debt, protect existing assets, and improve their overall quality of life.
This education is typically divided into two sessions. A group session that addresses the broader questions of what constitutes a financial plan, and how that affects our future. Attendees are asked to actively participate as Dana fields questions on any financial topic and answers their current concerns. Individual follow on teleconferencing sessions are offered, at no fee, for those who have specific questions and want to create a financial plan.