UM - Miller School of Medicine University of Miami - Miller School of Medicine

Financial Literacy Program

Financial Literacy Program

To encourage our students to maintain fiscal responsibility, the Office of Student financial Assistance offers presentations on different topics that can assist you while in medical school and beyond. Below is the schedule for the Spring 2019 semester. We encourage ALL medical students to take advantage of these opportunities to meet and talk with professionals.

Upcoming Presentations

February 22, 2019
Purchasing a Home 101
Presenter: Tal Frank, PhysicianLoans
This session is geared primarily for our graduating seniors getting ready to start residency. Questions such as: “should I rent or buy?, how much can I afford?, what types of mortgages are available and what pitfalls should I avoid?” will be addressed as well as detailed information on the unique physician loan.

February 26, 2019
Investments & Retirement 101
Presenter: Juan Carlos Espinal, Fidelity Investments
Investing in your future and planning for retirement are critical responsibilities to ensuring future fiscal well-being. This general session will focus on the basics of investment and retirement and will show you the importance of starting early.

February 28, 2019
Financial Planning – Create a Budget, Ditch Your Debt…..
Presenter: Juan Carlos Espinal, Fidelity Investments
I just got my first paycheck so how do I spend it? This general session will discuss basic budgeting, prioritizing debt as well as essential spending & savings.

March 4, 2019
Investments & Retirement 101
Presenter: Juan Carlos Espinal, Fidelity Investments
This is a repeat of the session offered on February 26th.

March 5, 2019
Financial Planning – Create a Budget, Ditch Your Debt…..
Presenter: Angela Casale, Fidelity Investments
This is a repeat of the session offered on February 28th.