Continue the Financial Webinar Series with Transitioning to Attending: Navigating Your Financial Turning Point.
Dates for future webinars will be announced.
Financial Series #3: Savings Waterfall & Student Loan Strategy (October/November 2026)
Financial Series #4: Roth IRAs, Investing, Long-Term Wealth Building, and Benefits Enrollment Tips (January/February 2027)
Transitioning to Attending: Navigating Your Financial Turning Point
June 29, 2026
8:00 pm CT
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The transition from residency or fellowship to attending physician is one of the most significant financial inflection points in a medical career. Increased income, new employee benefits, student loan decisions, insurance needs, and competing financial priorities can create both opportunities and challenges. This session will provide a practical framework for evaluating compensation packages, prioritizing financial goals, managing lifestyle inflation, and making informed decisions around savings, debt repayment, and risk management. Attendees will leave with actionable strategies to help build a strong financial foundation and make the most of their transition into attending practice.
Learning Objectives:
- Understand the key financial decisions that arise during the transition from training to attending practice.
- Evaluate compensation packages, workplace benefits, and common employment considerations.
- Prioritize competing financial goals, including student loans, emergency savings, retirement contributions, and major purchases.
- Identify risk management and protection strategies appropriate for early-career attending physicians.
Risk Management & Setting a Strong Foundation Webinar
Watch the Recording
For physicians in training, a strong financial foundation begins with protection. This session explores the essential elements of risk management that safeguard your income, assets, and future goals. We’ll cover the fundamentals of disability insurance, life insurance, and umbrella liability coverage, along with the role of emergency funds and basic estate planning considerations. Together, these components form the base of a secure financial plan helping you minimize vulnerabilities, prepare for uncertainty, and build confidence as your career and responsibilities grow.
Colin Mizuo, DPM, FACFAS, Moderator
Dr. Mizuo is a board-certified reconstructive foot and ankle surgeon. He received his undergraduate degree at the University of North Texas and his podiatry degree from Scholl College of Podiatric Medicine. Dr. Mizuo completed a three-year surgical residency at Medstar Georgetown University Hospital. After residency, Dr. Mizuo commissioned as a Lieutenant in the United States Navy. He treated active-duty military service-members with focus on lower extremity trauma, reconstruction, and sports medicine at Naval Hospital Camp Lejeune, North Carolina. Dr. Mizuo currently practices in a multi-specialty group at Pearl Foot and Ankle in Portland, Oregon.
Matt Pisera, CFP®, ChFC®, CLU®, CLTC®, FSCP®, RICP®, WMCP®
Matt is a Partner and Financial Planner with Generational Financial Partners. He specializes in working with physicians, helping them align their financial decisions with their personal and professional goals. Matt’s philosophy centers on finding balance—enjoying the money you work hard for while sustaining that enjoyment throughout your lifetime through intentional planning and savings strategies. He is a regular speaker for residency and fellowship programs as well as physician association groups across the country.