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Private Investment Strategies for Doctors
Course content
6 sections | 6 lessons
Expand all sections
Introduction with Vestia CEO Lauren Oschman CFP®, CDFA®
1 Lessons
Private Equity with Michael Trent MBA, CFP®
1 Lessons
Venture Capital with Kameron Helmuth, CFP®, ChFC®
1 Lessons
Private Debt with Michael Trent, MBA, CFP®
1 Lessons
Taxes with Kameron Helmuth, CFP®, CfHC® and Jacquelyn Denson, CFP®
1 Lessons
Private Investments Wrap Up with Lauren Oschman, CFP®, CDFA®
1 Lessons
Free
Price expires on 01/31/2026
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