OTHER FACULTY TRAINING

Financial Wellness Education for Academic Family Medicine Professionals

STFM prioritizes educating and assisting academic family medicine professionals who want to learn more about personal finance and improve their financial health and future. By providing these recourses, we hope to enhance the financial acumen of educators and learners within the specialty of family medicine.

LEARN MORE AT EQUITABLE ADVISORS

STFM has entered into a relationship with Equitable Advisors, LLC, to educate and assist members and other academic family medicine professionals who want to learn more about personal finance and improve their financial health and future. This aligns with STFM's new strategic priority to enhance the financial acumen of family medicine educators and learners. During the next several years, Equitable Advisors will develop and provide educational content at STFM conferences and through online seminars, webinars, podcasts, and articles.Equitable Advisors has more than 160 years of experience and a long history of partnering with associations to help members secure their financial well-being.

Financial Wellness Resources

Webinar Recordings
Financial Wellness Videos
Seminars on Financial Wellness
Retirement Planning Articles and Guides
Contact Equitable Advisors

Webinar Recordings

Planning for the Future: Personal Finance Education With Equitable Advisors' Stephen Dunbar

Recorded February 11, 2025

This webinar features Stephen Dunbar, JD, executive vice president at Equitable Advisors interviewed by Kendall Campbell, MD, chair of Family Medicine at the University of Texas Medical Branch. They will discuss strategies to enhance the financial health and future planning of family medicine educators. This session will provide actionable insights into assessing your financial needs, building a personalized plan for building generational wealth, and leveraging resources to secure long-term success.

Gain valuable knowledge on how financial well-being intersects with professional and personal goals and learn practical tools to help you plan effectively for the future. Don’t miss this opportunity to invest in yourself and your financial journey!

Learning Objectives

  • Assess Financial Needs and Challenges: Learn how to evaluate personal financial health and address common financial challenges faced by professionals in your field.
  • Build a Personalized Plan for the Future: Discover actionable steps to create a future planning strategy that aligns with your career and lifestyle goals to build generational wealth.
  • Leverage Resources for Long-Term Success: Identify tools and resources provided by Equitable to enhance financial literacy and planning, helping you make informed decisions about your financial future.
  • Optimize Your Income: Pinpoint strategies to aid in paying less income tax over time.
  • Enhance Your Savings Strategies: Ensure your retirement savings outlives you to create generational wealth for your family.

Financial Wellness Videos

Seminars on Financial Wellness

STFM and Equitable Advisors hosted a question-and-answer session at the 2025 STFM Annual Spring Conference. This seminar allowed for family medicine educators and learners to ask experts specific questions related to financial wellness.

Below is the audio recording from the session for anyone interested in listening.

 

Retirement Planning Articles and Guides

Contact Equitable Advisors for Individual Financial Planning

TFM's connection to Equitable is Stephen Dunbar III, JD, CLU, executive vice president, Southeast Complex, and financial advisor with Equitable Advisors, has "made a conscious decision to focus his personal and professional life on experiences, relationships, and adventure — to live life to its fullest and positively impact others."

Note: STFM has provided an endorsement of Equitable Advisors. STFM is paid a fee by Equitable Advisors for its endorsement of the firm’s investment advisory services, giving STFM a financial incentive to endorse Equitable Advisors. STFM is not an Equitable Advisors’ client.

Contact Us

11400 Tomahawk Creek Parkway

Leawood, KS 66211

(800) 274-7928

stfmoffice@stfm.org 

 

 

Events

March 11, 2026, 1 pm Eastern: GME Leadership Webinar Series: "The Human Side of Leadership: Managing People and Ourselves"

March 16, 2026, 1 pm Eastern: Webinar Hosted by Equitable Advisors: Debt Management for Academic Family Medicine Professionals

March 31, 2026, 1 pm Eastern: Webinar: "Integrity, Identity, and Inclusion: Reframing Professionalism for a New Era"

May 2–6, 2026: STFM Annual Spring Conference

May 13, 2026, 1 pm Eastern: GME Leadership Webinar Series: "Defining Success on Your Own Terms"

June 10, 2026, 1 pm Eastern: Webinar: "Staying at the Table: Leading for Health Equity While Protecting Your Peace"

August 31–September 2, 2026: STFM Conference on Practice & Quality Improvement

Deadlines

February 16, 2026: Apply for Medical Editing Fellowship

February 16, 2026: Apply to Be Faculty for POCUS Educator's Certificate Program

February 16, 2026: Entries Due for Poetry & Prose Contest

February 19, 2026: Apply for CERA Fellowship

February 23, 2026: Representative to Annals of Family Medicine Board of Directors

February 24, 2026: Apply to Be Faculty for MSEDI Fellowship

February 24, 2026: Call for Proposals for CERA Family Medicine Clerkship Directors Survey

February 27, 2026: Apply to Be Scholarly Project Mentor for Behavioral Science/Family Systems Educator Fellowship

February 28, 2026: Apply for STFM Advocacy Scholarship for New Faculty

March 1, 2026: Apply to Be Director of Mentorship for Behavioral Science/Family Systems Educator Fellowship

March 1, 2026: Family Medicine Call for Papers: Theme Issue on Scope of Practice in Family Medicine

March 19, 2026: Representative to Council of Faculty and Academic Societies (CFAS)

Useful Links

Ask a Question
AI Chatbot Tips

Tips for Using STFM's AI Assistant

STFM's AI Assistant is designed to help you find information and answers about Family Medicine education. While it's a powerful tool, getting the best results depends on how you phrase your questions. Here's how to make the most of your interactions:

1. Avoid Ambiguous Language

Be Clear and Specific: Use precise terms and avoid vague words like "it" or "that" without clear references.

Example:

Instead of: "Can you help me with that?"
Try: "Can you help me update our Family Medicine clerkship curriculum?"
Why this is important: Ambiguous language can confuse the AI, leading to irrelevant or unclear responses. Clear references help the chatbot understand exactly what you're asking.

2. Use Specific Terms

Identify the Subject Clearly: Clearly state the subject or area you need information about.

Example:

Instead of: "What resources does STFM provide?"
Try: "I'm a new program coordinator for a Family Medicine clerkship. What STFM resources are available to help me design or update clerkship curricula?"
Why this is better: Providing details about your role ("program coordinator") and your goal ("design or update clerkship curricula") gives the chatbot enough context to offer more targeted information.

3. Don't Assume the AI Knows Everything

Provide Necessary Details:The STFM AI Assistant has been trained on STFM's business and resources. The AI can only use the information you provide or that it has been trained on.

Example:

Instead of: "How can I improve my program?"
Try: "As a program coordinator for a Family Medicine clerkship, what resources does STFM provide to help me improve student engagement and learning outcomes?"
Why this is important: Including relevant details helps the AI understand your specific situation, leading to more accurate and useful responses.

4. Reset if You Change Topics

Clear Chat History When Switching Topics:

If you move to a completely new topic and the chatbot doesn't recognize the change, click the Clear Chat History button and restate your question.
Note: Clearing your chat history removes all previous context from the chatbot's memory.
Why this is important: Resetting ensures the AI does not carry over irrelevant information, which could lead to confusion or inaccurate answers.

5. Provide Enough Context

Include Background Information: The more context you provide, the better the chatbot can understand and respond to your question.

Example:

Instead of: "What are the best practices?"
Try: "In the context of Family Medicine education, what are the best practices for integrating clinical simulations into the curriculum?"
Why this is important: Specific goals, constraints, or preferences allow the AI to tailor its responses to your unique needs.

6. Ask One Question at a Time

Break Down Complex Queries: If you have multiple questions, ask them separately.

Example:

Instead of: "What are the requirements for faculty development, how do I register for conferences, and what grants are available?"
Try: Start with "What are the faculty development requirements for Family Medicine educators?" Then follow up with your other questions after receiving the response.
Why this is important: This approach ensures each question gets full attention and a complete answer.

Examples of Good vs. Bad Prompts

Bad Prompt

"What type of membership is best for me?"

Why it's bad: The AI Chat Assistant has no information about your background or needs.

Good Prompt

"I'm the chair of the Department of Family Medicine at a major university, and I plan to retire next year. I'd like to stay involved with Family Medicine education. What type of membership is best for me?"

Why it's good: The AI Chat Assistant knows your role, your future plans, and your interest in staying involved, enabling it to provide more relevant advice.

Double Check Important Information

While the AI Chat Assistant is a helpful tool, it can still produce inaccurate or incomplete responses. Always verify critical information with reliable sources or colleagues before taking action.

Technical Limitations

The Chat Assistant:

  • Cannot access external websites or open links
  • Cannot process or view images
  • Cannot make changes to STFM systems or process transactions
  • Cannot access real-time information (like your STFM Member Profile information)

STFM AI Assistant
Disclaimer: The STFM Assistant can make mistakes. Check important information.