The Inflection Point

This workshop primes the mindset needed to turn financial possibilities into realities for new physicians


The Inflection Point

Targeting the Work-Optional Lifestyle

Workshop Overview

During their first few years of practice, most young physicians will set saving and spending patterns that will endure for decades. These patterns can define the financial trajectory of their lives—as a blessing or a curse.

This workshop is designed to sow the seeds of thought needed to make the best financial possibilities a reality for new physicians. It represents a rare opportunity for residents to get an unbiased, no-strings-attached lesson in their financial best interest.

Workshop participants will be led through exercises that illuminate the most powerful drivers of financial outcomes—savings rate, lifestyle spending, tax efficiency, and the time value of money. We strongly recommend this as a first TriageMD workshop.

Our goal is to instill a sense of urgency and intentionality in young physicians so that they can achieve a work-optional lifestyle with all its accompanying benefits.

This workshop runs about 40 minutes, with an unlimited Q&A session to follow.

We host our workshops in teaching hospitals and in our Radnor, PA office throughout the autumn and spring.

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Residents and fellow who:

  • are nearing the end of their residencies/fellowships
  • have questions about what their savings rate should be
  • are interested in achieving their best financial trajectory
  • want to approach their financial life with intention

Many of our workshops are scheduled at local teaching hospitals, but we also welcome smaller groups at our Radnor office. We also offer virtual workshops.

The Inflection Point Workshop is presented by one of our TriageMD advisors.

If you are unable to attend our workshop at a hospital or at our office, please take advantage of a free consultation with TGS Financial Advisors. Simply note your interest in the workshop in the message field of the “Contact Us” form—we’re happy to discuss workshop content one-on-one.

Due to their education debt, emerging and new physicians often have a negative net worth. Because of this, they are not considered ideal customers by many financial planning firms. As a result, even though they face more important financial decisions in a condensed period of time than other professionals do, they tend to be underserved.

We offer our workshops free of charge because we feel strongly that the financial messages we share can make a significant difference in the quality of life for physicians and their families.

Do we also hope that you like our message well enough that you will become a client? Of course. But there are absolutely no strings attached.