
EDUCATIONAL PARTNERSHIP
Free Financial Education
Sessions for Hospitals &
Medical Education Teams
Clear, practical education. No sales. Just better financial decisions.
Hippo Wealth partners with hospitals, residency programs, and medical education teams to deliver expert-led sessions on topics that matter most - income protection, insurance, student debt, investing, and long-term planning.
Education Topics Covered
Income Protection
Protect your income and lifestyle with disability insurance strategies
Personal Insurance & Protection
Life, term, disability and umbrella insurance based on your goals and responsibilities
Student Debt & Cash Flow
Tackle student loans strategically and build a healthier cash flow
Investing Foundation
Build wealth with principles that focus on time, risk, and discipline
Business Risk Planning
Key person insurance, buy-sell agreements, and protecting what you've built.
Long term financial planning
Create a roadmap for financial independence and legacy goals
• Hospitals & Health Systems
• Residency & Fellowship Programs
• GME & Medical Education Teams
• Physician Development Programs
• Actionable strategies from a fiduciary-minded educator
• Better financial confidence and decision-making
• Reduced financial stress and burnout
• Stronger retention and well-being outcomes
• Complimentary sessions tailored to your team's needs
• Live virtual or in-person sessions
• 60-90 minute formats
• Custom topics to fit your audience
• Q&A and practical takeaways

VIRTUAL SESSION
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Live, interactive presentation via secure video platform
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Q&A with your team
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Practical frameworks and takeaways you can use right away
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Digital summary & resources
What's Included
IN-PERSON SESSION
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On-site delivery at your location
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Interactive discussion and Q&A
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Tailored examples for your team
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Printed resources & session recap
LUNCH & LEARN
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Presentation + discussion
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Great for team building
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We handle setup and logistics
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Live virtual or in-person sessions