For years, private investments—like private equity, venture capital, and private debt—were reserved for an exclusive group of investors. Now, more physicians than ever have access to these opportunities, but most would say that they don’t have the knowledge to confidently decide if they’re the right fit. That’s why we created the Private Investments Education Course—a physician-focused program designed to break down how private investments work, the risks and rewards involved, and how they can fit into a well-rounded financial strategy.
Our goal is to empower doctors to understand private investments so they can make informed, strategic decisions. Whether you're new to private investing or looking to refine your approach, this course will help you evaluate opportunities, navigate tax implications, and integrate private investments into your broader financial plan.

This course is closed for enrollment.

Introduction with Vestia CEO Lauren Oschman CFP®, CDFA®



Private Equity with
Michael Trent MBA, CFP®




Venture Capital with Kameron Helmuth, CFP®, ChFC®



Private Debt with
Michael Trent, MBA, CFP®


Taxes with Kameron Helmuth, CFP®, ChFC® and Jacquelyn Denson, CFP®




Private Investments Wrap Up with Lauren Oschman, CFP®, CDFA®




Example Curriculum

  Introduction with Vestia CEO Lauren Oschman CFP®, CDFA®
Available in days
days after you enroll
  Private Equity with Michael Trent MBA, CFP®
Available in days
days after you enroll
  Venture Capital with Kameron Helmuth, CFP®, ChFC®
Available in days
days after you enroll
  Private Debt with Michael Trent, MBA, CFP®
Available in days
days after you enroll
  Taxes with Kameron Helmuth, CFP®, CfHC® and Jacquelyn Denson, CFP®
Available in days
days after you enroll
  Private Investments Wrap Up with Lauren Oschman, CFP®, CDFA®
Available in days
days after you enroll

This course is closed for enrollment.



Check out the background of this firm on FINRA’s BrokerCheck
Investment advisory services offered through Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, and Vestia Advisors, LLC, a Registered Investment Advisor with the SEC. Securities offered through Ausdal Financial Partners, Inc., 5187 Utica Ridge Rd, Davenport, IA. 52807 (563)326‐2064. Member FINRA/SIPC. Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, Vestia Advisors, LLC and Ausdal Financial Partners, Inc. are independently owned and operated.
This material should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor.
The information and strategies discussed here is for educational and informational purposes only. Nothing discussed within the presentations constitutes a recommendation or solicitation of a securities product. Investments in products discussed may require accreditation, and a willingness to accept a lack of liquidity and higher level of risk; including loss of principal. There is no guarantee the strategy discussed in the presentations will achieve any specific return, objective, or result. Securities investments may involve fees, including management fees, trading costs, and other expenses. It is important to understand the cost structure associated with your investment. Prior to making any investment you should consult with your financial professional, attorney and/or tax professional. Past performance is no guarantee of future results.