Personal Finance & Career Growth Seminar Series
Next Seminar: Thursday, November 20, 2025
FIRE – Financial Independence / Retire Early: Approach to Making More, Spending Less, and Using Wealth Wisely Featuring Jack Krasuski, MD
Dr. Jack continues his 2-part series on FIRE. He presents the various ways clinicians can increase income and cut expenses in order to save money and invest more. Because Dr. Jack believes that wealth is often underleveraged and poorly used, he raises points on using it well, including on leaving a financial legacy in ways least likely to hurt beneficiaries.
Live Q&A with Dr. Jack to follow. Recordings will be available after each session.
Please submit your questions and suggestions for the seminar using the form at the bottom of this page.
Thursday, December 4, 2025
Start Time: 3:00PM Pacific | 4:00PM Mountain | 5:00PM Central | 6:00PM Eastern
| Sign Up Once for Both FIRE Seminars: | Register Here |
“It was informative and practical. It helped me to understand the keys of financial planning. Negotiating the physician contract was impressive as well as the keys to choosing a good financial advisor. I would definitely recommend this product to my colleagues because it is useful, practical and essential to know.” – Tina Krishnarao, MD, Hollis, NY
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“I, for one, have often felt underprepared when faced with making career, financial and other life decisions. The Art of Smart, a new interactive seminar series, comes to our rescue. We feature experts who answer audience questions and present information to help us avoid costly mistakes. These experts include financial planners, medical practice attorneys, practice consultants, and life coaches, as well as any professional required to answer queries you send in. We don’t sell or share your information with anyone and you’re under no obligation to buy anything ever. Please join us and do not miss this unique opportunity. What you learn could change your career and life trajectory for the better. Thanks, and I look forward to seeing you at the seminars.”
– Jack Krasuski, MD, Founder
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Upcoming Seminars
Thursdays at 3:00PM Pacific | 4:00PM Mountain | 5:00PM Central | 6:00PM Eastern
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December 18, 2025
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New Year’s Resolutions: Tree of Life Approach – Jack Krasuski, MDResolutions are statements of what one desires for one’s life and, as such, are central to living the good life. A life filled with meaning, purpose, joy, and security. Unfortunately, most desires and resolutions remained unfulfilled. Here, Dr. Jack presents a method that guides participants in reflecting upon, organizing, and implementing resolutions to live a full, value-aligned, joyful life. |
Seminars Available Now IN YOUR DASHBOARD |
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FIRE: Foundations, Advantages, and Disadvantages – Jack Krasuski, MDDr. Jack covers the many upsides and several dangers of FIRE and presents various ways of customizing your career to optimize financial security, freedom to pursue life goals, and to live in retirement without regrets. |
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AVAILABLE NOW
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Financial Planning Moves for Highly Compensated Individuals – Sara Gelsheimer, CFP®, AIF®Take control of your financial planning with essential strategies for optimizing your financial future, including cash-flow management, tax-reduction techniques, and preparing for worst-case scenarios. |
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Retirement Planning for Physicians – Peter Lazaroff, CFP®Physicians are in some of the highest-paid professions, but they have lower-than-expected wealth. Your unique financial position makes it imperative that you take control of your retirement planning now. |
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How to Avoid Financial Stress & Improve Mental Health – Brent Boden, CFP®Boden’s approach is rooted in the belief that everyone is entitled to high-quality, objective advice. This ethos is a cornerstone of his presentation where he provides actionable insights for achieving financial wellness and enhancing mental health. |
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Telemedicine: Harnessing the Power for Your Physician Practice – Jayme Matchinski, JD®From legal considerations to practical implementation strategies, this seminar is your gateway to unlocking the full potential of telemedicine in your physician practice. |
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Dos and Don’ts of Setting Up a Group Practice with Colleagues – Jayme Matchinski, JDCovers a range of topics from what to do when hiring new clinicians to resolving disagreements among partners. |
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Keep What You Earn – Tax Planning for the Wise – Gregory Kurinec, CFP®Ensure Uncle Sam takes the smallest bite of your earnings! |
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Avoid Mistakes When Choosing the Right Financial Advisor – Peter Lazaroff, CFA, CFP®Many of us know that we need professional financial advice to achieve our goals, but even knowing where to begin can be a daunting task. Start by listening to our expert as he outlines the basics of your financial journey. |
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Navigating Regulatory Compliance in the Medical World – Jayme Matchinski, JDRegulatory compliance can be complex and confusing. Participate in this live event to learn how to avoid potential pitfalls in your practice. |
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The Art of Negotiating Your Physician Employment Contract – Jayme Matchinski, JD®Unlocking your path to professional and financial success starts at the negotiating table. Learn how to set yourself up for long-term success from medically-focused attorney, Jayme Matchinksi. |
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The Guide to Early Retirement – Peter Lazaroff, CFA, CFP®Early retirement does not have to be a day dream. This seminar takes a deep dive into strategies that will allow you to turn your early retirement dream into reality. |
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Paying Off Your Student Debt – Peter Lazaroff, CFA, CFP®An in-depth discussion on how to reduce your student loan debt and the best way to pay it off to hit your financial goals. More medical professionals than ever are graduating with student debt. |
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Top 5 Habits for Financial Independence – Stephanie McCullough, CEOLearn the 5 super-doable habits that absolutely anyone can do to get on top of your finances, along with a couple of motivation and mindset hacks to make it all feel so much more manageable. |
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Jack Krasuski, MD |
Dr. Jack Krasuski is a nationally recognized leader in medical education and psychiatry. As the Founder and Executive Director of American Physician Institute for Advanced Professional Studies (API), he has helped thousands of physicians prepare for board certification and maintain clinical excellence through high-yield, evidence-based training. Dr. Krasuski is also the founder of MasterPsych, a platform offering comprehensive continuing medical education in psychiatry.
With a background in neuroimaging research at the National Institute on Aging (NIH), Dr. Krasuski brings academic rigor to his educational programs. He is widely known for his ability to distill complex psychiatric topics into clear, practical insights—whether teaching on treatment-resistant depression, anxiety disorders, or neuromodulation techniques. His work spans live conferences, online courses, and audio-based CME, including the popular CMEtoGO series.
Through initiatives like the Beat The Boards! exam prep and the MasterPsych platform, Dr. Krasuski continues to shape the future of psychiatric education, supporting clinicians in delivering compassionate, evidence-based care across diverse practice settings.
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Jayme Matchinski, JD |
A former vice president of a national health care consulting firm, Jayme has successfully represented health care providers in reimbursement claims against insurance carriers and the Centers for Medicare & Medicaid Services. Physicians and health care systems look to Jayme for guidance on the legal and reimbursement structuring of post-acute venues of care, including sleep disorder centers, rehabilitation hospitals and facilities, ambulatory surgery centers, long-term acute care hospitals, skilled nursing facilities, nursing homes, and assisted living facilities.
Jayme has significant experience in the area of sleep medicine and regularly works with sleep disorder centers, durable medical equipment companies, and other organizations in the sleep medicine space. She has written the “Legal Notes” column in A2Zzz Magazine, a publication of the American Association of Sleep Technologists, where she covers regulatory, reimbursement, compliance, operational, and contract issues that could potentially impact sleep disorder centers.
Jayme’s dedication to various vocational and social causes demonstrates that her people-first approach goes beyond her professional life: She serves on the Board of Directors for the Illinois chapter of the Volunteer Optometric Services to Humanity (VOSH), works with the Heartland Alliance for Human Needs & Human Rights, and is Past Chair of the National Council of the Valparaiso University School of Law.
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Peter Lazaroff, CFA, CFP® |
Peter Lazaroff, CFA, CFP® is the Chief Investment Officer at Plancorp, which manages over $5.5 billion of client assets. Peter is known for taking complex financial strategies and sharing them in easy-to-understand language everyone can apply to improve their wealth and financial habits. His insights are regularly seen around the world on major media platforms like The Wall Street Journal, Forbes, CNBC, and The New York Times.
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Stephanie McCullough, CEO |
Stephanie founded Sofia Financial in 2011 after 14 years as a financial advisor, with the goal to empower women to make wise financial decisions, address their areas of money stress, and free up their time and mental energy to spend on the things that are truly important. She believes that everyone, regardless of income level, deserves quality, objective advice and excellent service from caring professionals who really listen and are motivated solely by their clients’ success.
Before transitioning into financial services, Stephanie held a wide variety of jobs, including working at the U.S. Department of Commerce in Washington, DC; teaching people more than twice her age how to confidently handle a sailboat at the Annapolis Sailing School; and organizing stimulating educational events for high school students at the World Affairs Council of Philadelphia.
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Brent Boden, CFP® |
Brent Boden is a Certified Financial Planner® that brings over 15 years in the financial services industry engaging with the unique needs and goals of medical professionals. Brent is the podcast host and author of an “Physician Financial Checkup: Financial Advice and Education for Medical Professionals”. He has a passion for helping others confidently achieve financial freedom through simple, actionable planning for their
goals.
Brent also holds his CFP®, ChFC®, APMA®, and BFA designations, and earned his bachelor’s degree from the University of Kentucky. He went on to complete his Executive MBA from the Quantic School of Business and Technology.
While Brent does love speaking and guiding other to achieve their goals, he loves his wife and three children more. They live in Edgewood, KY (Greater Cincinnati).
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Gregory Kurinec, CFP® |
The common thread that runs through Greg Kurinec’s life is joy in serving others.
As a young boy, it came in the form of helping a neighbor by shoveling snow, mowing a lawn or just bringing in their garbage cans. More recently, it was launching a not-for-profit organization that supports families affected by cancer.
Even better, Greg gets to apply his passion through his work. Since joining Bentron Financial Group, Inc., in 2004, he has helped people at or near retirement. through investment advising, estate planning, risk management and watching out for their overall financial well-being.
A lifelong resident of Orland Park, Greg is a graduate of Purdue University’s College of Consumer and Family Sciences, having earned degrees in Financial Planning and Counseling, as well as Selling and Sales Management. Among the largest of its kind, the College of Consumer and Family Sciences instills in students the paramount importance of forming healthy relationships with families and consumers.
Greg is a Certified Financial Planner®. CFP® professionals must pass the comprehensive CFP® Certification Examination, pass CFP Board’s Fitness Standards for Candidates and Professionals Eligible for Reinstatement, agree to abide by CFP Board’s Code of Ethics and Professional Responsibility and Rules of Conduct which put clients’ interests first and comply with the Financial Planning Practice Standards which spell out what clients should be able to reasonably expect from the financial planning engagement.
Through his “Go to Greg” column in the Naperville Patch, he has educated the public through common concerns—as well as unique circumstances—that have arisen from serving clients on the financial frontlines Greg has also served as an expert source and been quoted in publications ranging from Consumer Affairs and US News and World Reports to Newsday and The Wall Street Journal.
In 2012, after his mother, Jeanne, lost her life to cancer, Greg founded “Jeanne’s Journey for Hope” to help other families battle the disease in its many forms. Since then, the foundation has raised over $100,000 to help families pay hospital and medical bills or as income replacement if the disease has resulted in a loss of employment.







