OBJECTIVES: Upon completion of this activity, the participant should be able to:

1. Review budget and cash flow management, insurance options, and tax basics

2. Discuss resident debts, evaluate loan terms, and review repayment options.

3. Explain investing portfolio structure, asset allocation, retirement goal setting, and planning for the future.

FACULTY DISCLOSURE: Dr. Bordelon has no relevant financial relationship(s) with companies whose primary business is producing, marketing, selling, re-selling, or distributing healthcare products used by or on patients.

PLANNER DISCLOSURE: The planners have no relevant financial relationship(s) with companies whose primary business is producing, marketing, selling, re-selling, or distributing healthcare products used by or on patients.

ACCREDITATION: The A. Webb Roberts Center for Continuing Medical Education of Baylor Scott & White Health is accredited by the Accreditation Council for Continuing Medical Education (ACCME) to provide continuing medical education for physicians.

DESIGNATION:  The A. Webb Roberts Center for Continuing Medical Education of Baylor Scott & White Health designates this live activity for a maximum of 1.0 AMA PRA Category 1 Credit™.  Physicians should claim only the credit commensurate with the extent of their participation in the activity.

For information, please contact Amy Sanders. Amy.Sanders@BSWHealth.org