Philadelphia Orthopaedic Society

The 18th Annual

Steinberg-Lotke Lecture via ZOOM

Monday, December 14, 2020

Topic:  Financial Planning for Physicians







Speaker:  Gary S. Weinstein, M.D., F.A.C.S.


- Understand the specific financial risks that physicians face

- Learn to build a portfolio of low cost, diversified index funds

- Learn basic investment principles that will help guide investing
on your own or with a financial planner.

This lecture teaches physicians how to achieve financial security using low cost, passively managed index funds.  Easily understandable asset allocation, portfolio design, investing psychology, rebalancing, safe withdrawal rates and tips for hiring a financial advisor will be discussed. A suggested reading list will recommend books and websites based on academically proven principles.

To register for this meeting please email:

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