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Andwise Launches Financial and Legal Educational Sessions for Physicians

These sessions, spearheaded by industry veterans, aim to equip you with the knowledge and tools for navigating the financial and legal landscapes of the healthcare profession.

By: Kanav Jain

Published: Feb 15, 2024

📂 About Andwise

Written for:

✅ Medical Students

✅ Residents and Fellows

✅ Early Career Physicians

✅ Mid Career Physicians

✅ Established Professionals

We are proud to announce the launch of a series of in-depth Educational Sessions at Andwise, designed to support healthcare professionals throughout their entire career lifecycle. These sessions, spearheaded by industry veterans Tanya Frias, CFP®, ChSNC, and Chuck Kable, JD, aim to equip you with the essential knowledge and tools for navigating the financial and legal landscapes of the healthcare profession.

Financial Planning Sessions by Tanya Frias, CFP®, ChSNC

From Student to Resident: Financial Planning for New Physicians: Navigate the financial shift from medical school to residency, focusing on effective student loan management and budgeting strategies for a stable financial foundation.
Residency to Practice: Navigating Financial Independence for Early-Career Physicians: Transition with a strategic financial plan, mastering salary negotiations and managing your income to lay the groundwork for financial independence.
Expanding the Family: Financial Planning for Physicians Welcoming New Members: Plan for your growing family's future, covering education savings, insurance adjustments, and estate planning.
Medical Families: Strategies for Funding Education Across Career Stages: Explore saving strategies and tax-advantaged plans to support your family’s educational goals.

Legal Preparedness Sessions by Chuck Kable, JD

From Med Student to Resident: Legal Readiness & From Resident to Practicing Physician: Understanding Employment Contracts: Gain insights into navigating contracts and legal considerations as you move from training to practice.
Launching Your Medical Practice: Building on Solid Ground & Legal Strategies for Mid-Career Physicians: Address the essentials of establishing, expanding, or transitioning your medical practice with strategic legal planning.
Preparing for Retirement: Legal Considerations for Physicians: Discuss succession, estate planning, and other legal considerations to establish a comprehensive retirement plan.

Why Andwise?

Andwise stands out as a user-centered platform that comprehensively addresses both the financial and legal dimensions of healthcare professionals' careers. Our educational sessions underscore our commitment to your professional development and financial wellness, providing a supportive community and expert guidance at every career stage.

Join Us

Explore these sessions to see how Andwise can support your journey through the healthcare profession, from navigating early career challenges to planning for a secure future.

Disclaimer: The information provided in the educational sessions is for general informational and educational purposes only. It is not intended as financial or legal advice for any individual situation. Participants are encouraged to seek personalized advice from qualified professionals to address their specific needs and circumstances.

Kanav Jain ⇨

CEO, Andwise

Kanav Jain, with over a decade of experience, has focused on developing transformative products for physicians. His key contributions at Doximity included the Career Navigator and Doximity Dialer Voice. An NYU Stern MBA graduate with a focus on Finance and Tech, he has also invested in early-stage tech startups. Kanav merges his expertise in mobile product development with a deep understanding of physicians' needs, driving the platform's innovation and user-centric approach.

Ready to take the next step? Financial Education Consultation

With Tanya Frias, CFP®, ChSNC 🟢

1. Schedule a time that works for you

2. Address any burning financial questions with clarity

3. Experience a clearer, brighter financial future

Choose a Time 🚀

Learn More

Physicians face unique financial challenges, from managing student loans to planning for retirement. At Andwise, we understand these challenges and are committed to guiding you through every financial milestone with the help of Tanya Frias, CFP®, ChSNC®, our Director of Financial Education and Empowerment.

Tanya Frias brings over twenty years of financial services experience to Andwise. With her extensive background as a Certified Financial Planner and her dedication to making financial planning accessible, especially in underserved communities, Tanya is a key asset to our team. Her qualifications include a B.S. from the City University of New York, CFP certification from NYU, ChSNC certification from the American College, and she is currently advancing her knowledge with an Executive MBA from Kellogg-Northwestern.