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Marshall Gifford's Financial Strategies Educational Presentations

It is possible to tailor these presentations or combine topics, depending on the ages and concerns among the group or association. Please contact us if you would like to request a presentation.

Financial Strategies for Dental Students
This presentation includes helpful information on: 

  • Proper debt management and the cost associated with credit cards
  • Understanding the benefits of compound interest
  • The pros and cons of corporate vs. private practice dentistry
  • What to look for in an own-occupation disability insurance policy
  • Financial points to understand regarding your employer benefits*
  • Questions to ask about your employment contract*

Financial Strategies for 4th Year Medical Students and Residents Early in Training
This presentation includes helpful information on: 

  • Pros and cons of student loan consolidation
  • Student loan management during training (forbearance, hardship deferment, true deferment)
  • Budgeting
  • Where to find and what to look for in own occupation disability insurance
  • Term life insurance
  • Roth IRAs
  • Pretax options like 403(b)s and 401(k)s
  • Financial considerations for home buying 101*

Financial Strategies for 4th Year Dental Students or Residents
This presentation includes helpful information on: 

  • Pros and cons of student loan consolidation
  • Financial points to understand regarding your employer benefits*
  • Questions to ask about your employment contract*
  • Debt management
  • Financial considerations for efficient home buying and loan options*
  • Tax minimization strategies*
  • Investment strategies
  • Life and disability insurance
  • The basics of asset protection*

Financial Strategies for Last Year Medical Residents and Fellows
This presentation includes helpful information on: 

  • Debt management
  • Financial points to understand regarding your employer benefits*
  • Questions to ask about your employment contract*
  • Asset protection basics*
  • Tax minimization strategies*
  • College funding options for children
  • Investment strategies
  • Life and disability insurance
  • Financial considerations when transitioning into practice*


Financial Strategies for Owners of Dental or Medical Practices
This presentation includes helpful information on: 

  • Qualified plan options such as 401(k), SEP IRA, Simple IRA, & Profit sharing plans
  • Financial considerations for business continuation strategies*
  • Employee benefits*
  • Asset protection basics*
  • Risk management and insurance considerations
  • Tax-efficient wealth accumulation strategies*


1571323 / 08-2016

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