NYC Masterclass: Improving Financial Outcomes With a Specialized Team
Discover the proven playbook physician subspecialists are using to build personalized advisory teams for their households, empowering better financial decision-making in less time.
Proudly serving physician subspecialists at 15 institutions and growing
Why Attend?
Connection
Your network is your net worth. Invest time in a low pressure setting learning and connecting with specialists across hospital / institution lines. Meet your peers and have constructive conversations in a comfortable setting. Develop your financial knowledge base far beyond deep dives on Investopedia.
Financial Acumen
You specialized in a discipline or field, but may not necessarily be up-to-date in the world of financial planning. Battle test your ideas in real time and soundboard with an expert-led panel from credentialed advisors, ranging from CFP®s, AEP®s, T&E Attorneys, CPAs and other team members.
Lifestyle Incentives
Your job is difficult, you deserve incentives along the way. We've partnered with Heather Kreger-Mielcarz at Tom James Clothing to offer a select attendee a personalized tailoring experience to keep you dressed and operating at the highest level without ever stepping into a retail store.
Learn why building a specialized financial team is essential for physician subspecialists
Join us Thursday, March 27th at 6:30P ET for an evening of elevated financial literacy, peer-to-peer networking and an expert-led conversation.
Learn how high-performing subspecialists are ‘moving into the management’ seat and gaining financial clarity and future security:
- What it means to build a specialized financial team
- The real, long-term financial impacts of your decisions
- See your potential team in action in a live simulation between a Certified Financial Planner (CFP®) and Trusts & Estate (T&E) Attorney
TL;DR
Who: Specialized advisory firm Prolific Solutions will be hosting a 50 person invite-only financial planning masterclass for high-performing physicians
What: a 1 hour high-impact session + 2 hour networking event – showcasing the impacts of building a specialized financial team and the opportunity for learning from financial pros in real-time
When: March 27th 2025 from 6:30 – 9:30P ET
Where: 730 Third Ave, New York NY 10017
Secure Your Ticket
Meet Our Speakers
The Venue:
730 Third Ave
b/w E. 45th & 46th street, Third Ave
730 Third Avenue is a prominent, LEED Gold certified, 27-story high-rise office building in Midtown Manhattan. The property recently underwent a $120M full building, state-of-the-art renovation.
With modern interiors imagined by Gensler’s world-renowned design excellence, 730 Third Avenue is arriving anew with accentuated style and sophistication.
Cocktail Hour & Networking
6:30 - 7:30P ET
Masterclass + Live Case Simulation
7:30 - 8:30P ET
Giveaways / Announcement & Networking
8:30 - 9:30P ET
"If you're a doctor and you have a consultant: [this team] is like the consultant's consultant."
"When I was in medical school and residency and fellow training, nobody taught me about business whatsoever. That's why we have Prolific Solutions."
Andrew R. Hong, M.D.
Pediatric Surgery