CU Grad Webinars — A Financial Game Plan for Health Professionals With Dan Evans
Discover financial planning strategies to help healthcare professionals build long-term security and confidence!
🔗 Start building your career today: https://cedar.to/Career
In this webinar, Certified Financial Planner Dan Evans shares five key strategies to help you make confident financial decisions, maximize employer benefits, and build long-term financial security. From understanding employer match in 401k and 403b plans to building margin, reducing debt, and leveraging tax-efficient investing, this session equips you with actionable insights you can apply right away.
Timestamps:
0:00 Welcome and introduction
2:40 Overview of financial planning strategies
5:55 Why high income does not equal financial security
8:29 Strategy 1: Capturing employer match
12:04 Strategy 2: Building financial margin
15:07 Strategy 3: Beyond employer plans (Roth IRA, brokerage, HSA)
19:07 Strategy 4: Tax efficiency (pre-tax vs Roth)
21:44 Strategy 5: Using time and compound growth
24:33 Investing realities and market insights
31:03 Staying invested vs timing the market
33:18 Increasing income through education
37:53 Graduate programs and OhioHealth partnership benefits
You’ll also learn key investing truths, including the impact of inflation, the importance of long-term investing, and how market volatility affects returns. The session concludes with a real-world example showing how earning a master’s degree can significantly increase lifetime income, along with details about Cedarville’s online graduate programs and exclusive tuition benefits for OhioHealth associates.
Whether you’re early in your career or planning for retirement, this webinar provides a clear framework for financial wellness, combining offense (growing income and investments) with defense (reducing taxes and debt).
🎓 Apply to Graduate Programs: https://cedar.to/Admissions
💰 Explore Financial Aid Options: https://cedar.to/FinAid
🏫 Schedule a Campus Visit: https://cedar.to/Visit
📘 View Academic Programs: https://cedar.to/Programs
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PN: 26-0512
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This webinar with Certified Financial Planner Dan Evans covers essential financial planning strategies tailored for healthcare professionals, including saving, investing, tax planning, and income growth. Viewers gain practical tools to improve financial security while learning how graduate education can expand career opportunities and lifetime earnings.