Private Briefing for Physicians
The Physician Private Briefing
Live with Dani Lynn Robison & Binit Shah, MD
A small-group session built specifically for physicians who want to understand the financial landscape shaping their wealth, and what their next move actually looks like.
What You'll Learn
The Physician Private Briefing is structured around the questions physicians actually ask, not generic financial planning content you've heard a dozen times before.
In 60 minutes, we walk through:
- The current state of the financial landscape for high-income physicians, what's changed in the last 12 months and what it means for your wealth strategy.
- Real estate as an uncorrelated asset class, how it fits alongside (not instead of) the public-market investing most physicians already do.
- How Freedom Family Investments structures deals, preferred returns, the investor-first waterfall, our 100% investor payout history on prior investments.
- Tax strategies physicians most often miss, bonus depreciation, cost segregation, REPS qualification, 1031 exchanges.
- Live Q&A, every briefing ends with a 15–20 minute open Q&A where you can ask anything, including questions you've been uncomfortable asking elsewhere.
You leave with clarity on what your next move looks like, not a sales pitch.
Who Runs It
Dani Lynn Robison
Founder & CEO
20+ years building real estate companies and investing capital. Author of Prosperity Rx and Calm Money Never Panics. TEDx speaker.
Binit Shah, MD
Senior Strategist
Triple board certified physician. Co-author of Prosperity Rx. Brings the perspective most physicians never get to hear in a conversation about their wealth: a doctor's voice, on a doctor's behalf.
Reserve Your Seat
Reserve your seat
Briefings are held in small groups to allow real Q&A time. Once you register, we'll email you when the next session is scheduled that fits your timezone and schedule.
Want to learn more before registering? Read How to Invest with FFI →