Finally, the financial insights you deserve
Medicine trained you to care for others. The Earned Institute helps you care for your financial life with that same standard of excellence, giving you the knowledge and clarity you were never taught in medical school, but have undoubtedly earned.
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What we stand for
Doctor-Centric. Never Generic.
Tax-Integrated. Always.
Long-Term. Outcomes-Driven.
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CDA HR 101: Avoiding Human Resource Minefields
Friday, May 15, 2026
3:30pm EST
/
12:30pm PST
Does managing employees sometimes feel like navigating a field full of hidden traps? From meal-break violations to messy terminations, one wrong step can expose your practice to costly risks. Join attorney Ali Oromchian and CDA's Michelle Coker, for a practical, eye-opening session that cuts through the confusion of HR laws.
Legal
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CDA Entry, Expansion or Exit – A Workshop for Buyers and Sellers
Saturday, May 16, 2026
3:00pm EST
/
12:00pm PST
Thinking of purchasing a practice, adding an associate, bringing on a partner or considering selling? Benefit from the expertise of trusted industry partners in a small round table format to seek individual guidance. Learn whether practice ownership is right for you, the ins and outs of associate hiring, dental plan contract evaluation, how to prepare your practice for sale and much more.
Dental Practice Owner
Legal

American Urogynecologic Society-Urogynecology Business Course
Saturday, May 30, 2026
The American Urogynecologic Society (AUGS) Urogynecology Business Course is a two-day virtual event designed to help physicians navigate the business side of modern medicine. Sessions will cover practice optimization, reimbursement, AI and technology, leadership, financial wellbeing, and strategies for building sustainable, successful practices.
Insurance
Resources built for healthcare professionals
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Real Estate Investing for Physicians: 4 Strategies That Fit a Doctor's Schedule
Real estate can be a powerful component of a physician's wealth plan. The key is finding strategies that generate returns without consuming the one resource physicians have less of than almost any other investor: time.
Wealth Management
Physician
Asset Protection for Physicians: How to Shield Your Wealth From Liability
A physician's professional profile creates liability exposure that most high-income professionals never face. Asset protection is not pessimism, it is the recognition that wealth built without a coordinated protection strategy is more fragile than it appears.
Wealth Management
Physician
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