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Residency Programs

MedPath Financial has several offerings to provide education and other services to residents through their residency programs.

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Financial Literacy Training

Financial Literacy Training occurs in a classroom setting. Each lesson is designed to be interactive and high impact using case method teaching. We have a menu of options to choose from including Buy or Rent, Build a Budget, Salary Negotiation Simulation, and Disability Insurance Matrix.

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Office Hours

Office Hours are open drop-in sessions where residents can get timely answers to their financial questions. Simple inquiries are addressed on the spot, while more complex issues may require additional research, followed by a personalized email response. With residency program approval, spouses are also welcome to attend.

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Program-Supported Planning

Looking to truly differentiate your program and attract competitive talent? Offer comprehensive financial planning to your residents as part of their training. MedPath will work with individuals to craft financial plans as if they had engaged with our services on their own.

Ready to Learn More?

MedPath Financial Form ADV Part 1 and Form ADV Part 2A/B.

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Check the background of your financial advisor on FINRA Brokercheck.

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Advisory services offer through MedPath Financial LLC, an investment advisor registered with the state of Ohio. Advisory services are only offered to clients or prospective clients where MedPath Financial LLC and its representatives are properly registered or exempt from registration.

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The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable.

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The information on this site is provided "AS IS" and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk.

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The information linked to on third-party sites is being provided strictly as a courtesy and convenience. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. When you access these websites, you are leaving our website and assume any and all responsibility and risk for use of the websites you are visiting.

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