The Summer Reset:
Unplug with Purpose. Realign What’s Next.
Join us Thursday, July 10 from 6:00 to 8:30 PM at Engineers Country Club in Roslyn for cocktails and a behind-the-scenes look at how top physician subspecialists are building trusted advisory teams to make smarter financial decisions — faster.
Proudly serving physician subspecialists at 15 institutions and growing
Why Attend?
Connection
Your network is your net worth, but building meaningful relationships across specialties and institutions isn’t easy. Our events create space for real conversations with high-performing physicians outside your day-to-day bubble. Walk away with insights, introductions, and perspective you won’t find in hospital hallways or academic conferences.
Financial Acumen
You’ve mastered your specialty. Now take 45 minutes to sharpen your personal finance strategy. Gain unfiltered insights from a credentialed panel of fiduciary advisors, including CFP®s, AEP®s, T&E attorneys, and CPAs. Pressure-free, expert-led, and designed for the way physicians actually live and earn.
Lifestyle Incentives
You operate at the top of your field; your lifestyle should support that. That’s why we offer exclusive perks at select events, like a custom tailoring experience from Heather Kreger-Mielcarz of Tom James Clothing. Because looking sharp and saving time shouldn’t be mutually exclusive.
Before You Disconnect for the Summer, Reconnect with Your Financial Roadmap
As the July 4th weekend fades and summer kicks into gear, take one intentional evening to step away from the OR and prioritize you.
The Summer Reset is an exclusive, by-invitation-only gathering for just 50 physician subspecialists ready to align their financial strategy before heading into the heart of summer.
Hosted at the famed Engineers Club in Roslyn Harbor on Thursday, July 10th this experience is curated to help you unwind smarter, with clarity that lasts long after vacation ends.
Because when your financial house is in order, your mind follows — and that makes your time off truly restorative.
TL;DR
Who: Specialized advisory firm Prolific Solutions will be hosting a 50 person invite-only event for high-performing physicians
What: a cocktail reception + high-impact Masterclass – showcasing the impacts of building a specialized financial team and the opportunity for learning from financial pros in real-time
- 6:00 – 6:30P: Cocktails & hors d’oeuvres
- 6:45 – 7:30P: Masterclass with Richard S. Birnbaum, MSFS, AEP®, Rocky Budhram, CFP® & Steven P. Block, CPA, Esq.
- 7:30 – 8:30P: Cocktails & hors d’oeuvres + Giveaway(s) / Announcement
When: Thursday, July 10th 2025 from 6:00 – 8:30P ET
Where: 55 Glenwood Road, Roslyn Harbor NY 11576
Secure Your Ticket
Meet Our Speakers
The Venue: Engineers
Country Club
55 Glenwood Road, Roslyn Harbor
The Engineers Country Club is a premier private club nestled among 210 acres on the North Shore of Long Island. Located in the village of Roslyn Harbor—on the storied Gold Coast — the club dates back to 1917 and is home to a championship golf course designed by English architect Herbert Strong.
This July, it serves as the host venue for our exclusive evening of clarity, connection, and strategy — an intimate gathering of physician leaders in a setting that matches the caliber of the conversation.
"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