MEDICAL STUDENT FINANCIAL SERVICES
Free Meeting with a CFP®
Beginning summer 2020, the Larner College of Medicine has partnered with WellConnect to provide various student
services, including comprehensive financial counseling, with a Certified Financial Planner®.
This service is in addition to our Medical Student Financial Services, not in place of. However, given the knowledge base of a CFP®, certain questions (such as about investing or disability insurance) may be best directed toward a true
Preparing for your FREE Appointment
Medical Student Financial Services is here to support the relationship between our medical students and WellConnect
may take advantage of a 30-minute session (once per academic year that you’re enrolled), per topic. A topic could be budgeting, investing, credit, or other. You are entitled to a second 30-minute session in the same year on the same topic if
you have experienced a change in situation (examples include: change in living location, change in marital status). Note: Incoming first year students are eligible beginning July 1 of the summer you matriculate. If you plan to matriculate August 2021, you are eligible for counseling beginning 7/1/2021.