"I hope younger physicians get the right financial education early on… whether they do anything about it is their choice."


- Dr. Sanjay Talati, MD

IMPACT SESSIONS are a safe place for Attendings, Fellows, Residents, and Med Students to learn about money… NO COST, NO SALES, NO BULL

2022 IMPACT

28 IMPACT SESSIONS


186 LIVES IMPACTED


Let’s do MORE in 2023!

Learning about money should be empowering and uplifting. It should draw out your own unique possibilities, and it should encourage you to pursue life with certainty and confidence

IMPACT SESSION RULES

RULE 1 - NO COST

IM Wealth does not charge for IMPACT SESSIONS. 

RULE 2 - NO SALES

IMPACT SESSIONS adhere to a strict NO-SALES principal.

RULE 3 - NO BULL

Due to Rule 1 and 2, IM Wealth will only choose to extend time and resources to people and programs who are engaged and value the time invested by all members of both parties. Impact Sessions are a community resource for those who want to learn in a safe, healthy, and interactive environment. As such, IM Wealth will protect the integrity of IMPACT SESSIONS by guarding entry and ensuring a comfortable, inclusive atmosphere for attendees.

To uphold these high standards, IM Wealth reserves the right to remove and bar anyone from attending IMPACT SESSIONS whose behavior compromises the integrity of the safe space.

We love investing time with meaningful people, and we hope we can help you!

FAQs

  • If you want to be invited to all of our Impact Sessions, all you need to do is complete the form link above. See you soon!

  • To protect the privacy of attendees, Impact Sessions are hosted for LIVE attendees and ARE NOTE recorded for redistribution.

    While we know it may be difficult to attend due to your busy schedule, we make sure to offer Sessions at a variety of different times and days.

  • The short answer is BOTH.

    Most Impact Sessions are held via ZOOM to accommodate more attendees across the country.

    However, we have hosted and will continue to host Impact Sessions In-Person whenever possible.

  • Impact Sessions aim to bring fresh, interactive, and topical conversations to the table in every single experience.

    Thematically, Impact Sessions are designed to empower Attending Physicians and Physicians in Training to learn how to take control of their money.

    We discuss a wide and ever changing area of financial topics that are most important to the medical practitioner.

  • We created Impact Sessions as a safe place to learn about financial behaviors within a safe, educational community.

    We can answer questions about products, but we never host a session to discuss individual products.

    Our strict NO SALES policy is of vital importance in maintaining a comfortable learning environment.

  • We do not give any financial advice outside of a formal client engagement.

    However, we can do our best to pragmatically answer questions that do not involve unique advice.

    Again, the sole focus of Impact Sessions is to provide a safe learning environment with absolutely zero sales pitch or product talks.

    If you’d like to learn about how we can help you inside of a formal relationship, please browse our services tab or CLICK HERE to learn more.