Adulting 101 Seminar

Elevate Rehabilitation and Performance Edition

Personal Finance for Healthcare Professionals

We graduate, eager to launch our careers as rehab professionals. We've got the clinical knowledge and people skills to secure that first job. The first paycheck arrives, and we might celebrate – a nice dinner, new clothes. But then reality hits, and it hits hard: the crushing weight of student loans, the ongoing car payments, the constant pressure of rent, the distant goal of homeownership, and the confusing world of taxes and investments.

And it's not just personal finances. We're also thrust into the administrative demands of practice: charting, scheduling, billing – tasks we often feel unprepared for, leading to overwhelm and burnout. We're left wondering how to balance delivering quality care with managing the business side of things effectively.

That was my experience. I felt lost, not just financially, but also in navigating the practice management maze. It's why I developed a plan to build the life I want, beyond just trading time for dollars, a plan that includes both financial mastery and efficient practice management strategies.

Date: Friday, April 25th, 2025

Time: 7pm

Audience: Elevate Rehabilitation and Performance Team

Duration: ~60 to 90mins (including Q & A)

Location: Elevate Rehabilitation and Performance
After this webinar, you should:

  • Have a better understanding of why your mindset is your most important asset, alongside your budget!

  • Understand the importance of compound interest, investing early and often

  • Understand why investing is the only way to combat inflation and grow your net worth

  • Understand why retirement planning should have started yesterday!

Topics will include:

  1. Unlocking Exponential Growth: Harness the power of compound interest to build significant long-term wealth.

  2. Income Optimization: Choose the right income structure and create a profitable personal brand.

  3. Tax-Smart Strategies: Minimize your tax burden and maximize your savings with effective planning.

  4. Financial DNA: Understand your money personality and build a winning wealth strategy.

  5. The Inflation Trap: Protect your wealth and outpace rising costs to secure your future.

 

Frequently Asked Questions

  • Absolutely none! I have nothing to hide here. I have not taken any undergraduate, post graduate or extra-curricular courses in anything related to financial planning, economics, accounting etc.

    The information provided is strictly from what I have learned through my career as a hobby of mine, something that I am deeply passionate about and that I have spent my evenings and weekends learning about. My sources have mainly been through networking, youtube channels, podcasts, and non-fiction books. Well, I’ve also learned through trial and error and losing sums of money. I’m hoping through my experience I can spare you from those mistakes

  • Budget for around 60-75mins. There will be a presentation followed by an opportunity to ask me questions!

  • First, this is not a get-rich-quick scheme, nor is the information designed to get ‘filthy rich. There is so much more to life than money. I have designed this course first and foremost to disseminate information that the most wealthy in society already know but the poor and middle class don’t. Secondly, to present the opportunities of what can be achieved by allied health professionals so that they can take control of their lives and achieve their own sense of fulfillment.

  • No, unfortunately not, for a few reasons. I have found those people who make learning a priority will get the most out of the material. Furthermore, live engagement allows for a more enriching conversation. Lastly, a few of my slides will come directly from my paid courses and e-guides, so out of respect for my paying customers, I will not provide a recording.

  • I get it, life happens and sometimes interrupts our best intentions. If you cannot attend, you can find past recordings (however not exactly the same as this seminar) on EMBODIA. There will be both free and paid content for your consumption.

As Heard On

  • A blue app icon with a white speech bubble containing the name 'Jane' in cursive, and a white star in a smaller circle at the bottom right corner.

    Jane

  • Stylized graphic of a yellow coffee mug with steam rising, set against a dark background.

    PT Coffeecast

  • Logo for Prince Edward Island Physiotherapy Association (PEIPA) featuring a stylized human figure and colorful geometric shapes.

    P.E.I. PA

  • Logo of Newfoundland & Labrador Physiotherapy Association featuring a stylized human figure with arms raised, forming a tree with green leaves.

    NF & L PA

  • Logo of the New Brunswick Physiotherapy Association with text in English and French.

    N.B PA

  • Logo for Athlete's Care Sports Medicine Centres with a stylized swoosh symbol above the text.

    Athlete's Care

  • A green silhouette of a person running while holding a jump rope.

    Bolton Physio

  • Foundation Physiotherapy & Wellness logo with stylized blue swirl and text.

    Foundation Physio

  • Western University Canada logo with purple text and shield emblem featuring a sunburst, a deer, a lion, and a maple leaf

    Western University

  • McMaster University logo with text and shield emblem

    McMaster University