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YFP Wealth

YFP Wealth

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Need a Speaker to Deliver Financial Education?

Since 2015, YFP has partnered with over 100 organizations to provide personal finance education.

What people are saying about YFP

Disclaimer: Your Financial Pharmacist Planning LLC has not provided any compensation for, and has not influenced the content of, the testimonials shown. The testimonials shown have been invited, have been shared with each client’s permission, and are not necessarily representative of the experience of other clients. To our knowledge, no other conflicts of interest exist regarding these testimonials.

Topics we cover

See list of example presentation topics and descriptions here.

Investment / Retirement Planning

Tax Planning

Student Loans

Insurance & Income Protection

Life Events

Credit & Debt Management

evaluating jobs/salary negotiation

balancing multiple priorities

Organizations we’ve worked with

  • Alabama Society of Health-System Pharmacists
  • American College of Clinical Pharmacy (ACCP)
  • American Pharmacists Association (APhA)
  • AspenRx Healthcare
  • Cedarville University
  • CE Impact
  • Christian Pharmacists Fellowship International (CPFI)
  • Ferris State University
  • Iowa Pharmacy Association (IPA)
  • Industry Pharmacists Organization (IPhO)
  • Kaiser Permanente Residency Programs
  • Kappa Epsilon (KE)
  • Lambda Kappa Sigma (LKS)
  • Marshall University School of Pharmacy
  • Maryland Pharmacists Association (MPhA)
  • Massachusetts College of Pharmacy & Health Sciences (MCPHS) Biopharmaceutical Industry Fellowships (MCPHS)
  • Massachusetts General Hospital
  • Medical College of Wisconsin
  • Mercer University
  • Midwestern University (Chicago)
  • Nationwide Children’s Hospital (Columbus)
  • Nebraska Pharmacists Association (NPA)
  • Northeast Ohio Medical University
  • Northeastern University Pharmaceutical Industry Fellowships
  • Notre Dame of Maryland University
  • Ohio College of Clinical Pharmacy (OCCP)
  • OhioHealth Department of Pharmacy Residency Program
  • Ohio Northern University
  • Ohio Pharmacists Association (OPA)
  • Ohio Society of Health-System Pharmacists (OSHP)
  • Ohio State University College of Pharmacy
  • Ohio State University Residency Program
  • Pacific University
  • Palm Beach Atlantic University
  • The Ohio State University
  • Pharmacy Technician Certification Board
  • Presbyterian College
  • Purdue University Fellowship Program
  • Rosalind Franklin University
  • Roseman University College of Pharmacy
  • Roudebush VA Medical Center
  • Rutgers Institute for Pharmaceutical Industry Fellowships
  • Shenandoah University
  • South Texas VA Medical Center
  • Southwest Florida Society of Health-System Pharmacists
  • St. John’s University Pharmaceutical Industry Fellowship Programs
  • Student National Pharmaceutical Association (SNPhA)
  • Tennessee Pharmacists Association (TPA)
  • Texas Society of Health-System Pharmacists (TSHP)
  • University Hospitals Medical Center Department of Pharmacy
  • The University of Arizona
  • The University of Findlay
  • The University of Kansas
  • The University of Mississippi
  • The University of Toledo
  • UAMS
  • University of Charleston West Virginia
  • University of Cincinnati
  • University of Florida
  • University of Hawaii
  • University of Maryland
  • University of Kentucky Healthcare Department of Pharmacy
  • University of Maryland
  • University of Maryland Eastern Shore
  • University of Michigan
  • University of North Carolina at Chapel Hill
  • University of North Texas
  • University of the Sciences (Philadelphia College of Pharmacy)
  • University of Southern California
  • University of South Carolina
  • University of Texas at Tyler College of Pharmacy
  • UNMC College of Pharmacy
  • Virginia Commonwealth University (VCU)
  • Virginia Pharmacists Association (VPHA),
  • Vizient Inc
  • Wingate University School of Pharmacy
  • West Central Ohio Society of Health-System Pharmacists
  • West Virginia University Medicine Department of Pharmacy

Speaking packages

Virtual Event
(60-90 Min)

Live interactive webinar
Group presentation on 1-3 topics

$1,000

Live Event
(60-120 Min)

In-person interactive session
Group presentation on
1-3 topics

$1,500 + travel expenses

Live Event
(Day Long)

Series of presentations customized to the audience

$6,000 + travel expenses

Hear from event attendees

YFP provided great insights to fellows across the RPIF program. They relayed information on personal finance in a way that was both entertaining and empowering. They really know their stuff, and passion for what they do comes through in their presentations.

-Brentsen Wolf, PharmD

Tim was an amazing speaker! I learned so much about how to negotiate and what to negotiate for in terms of compensation. The session was very effective and made me feel more confident/prepared to have these discussions.

– Angela Augustino, PharmD

Dr. Ulbrich’s efforts with our student body was widely well received. Many of our graduates thanked our team for bringing YFP material to them. Many committed to making immediate changes, while others refined their already sound financial trajectory. We are grateful to Dr. Ulbrich for his strong investment in our students!

-Jeffrey A. Bates, PharmD; Dean, Cedarville University School of Pharmacy

We loved the way Tim Ulbrich, PharmD and Timothy Baker, CFP®, RLP® shared the information about financial success after pharmacy school! They have a way of breaking things down so it makes sense! I highly recommend them if you are looking to learn more about how to navigate student loan debt and/or want to become financially free!

-Amber Duche, PharmD, MBA

YFP recently spoke at a Rutgers Pharmaceutical Industry Fellowship (RPIF) Professional Development Day for a couple hundred recent PharmD graduates. I’ll start off by saying that I’ve attended a few finance seminars aimed at pharmacy students/young professionals and this was by far the best. I love that you provided very clear steps to approaching finances and you made it easy to understand (coming from someone with very little financial literacy). It was a great session, so thank you so much!

-Kim Gromek, PharmD, RPh

Thank you for such an informative and engaging presentation. Honest conversations regarding finance are needed for post-grads and that was exactly what the YFP Team provided. This speaker event was relevant and I look forward to using this information in the future.

-Isabelle Tharp, PharmD, RPh

Request YFP

The YFP Wealth team is passionate about improving financial literacy in the pharmacy profession and empowering pharmacists to take meaningful action with their money. Our founders and CERTIFIED FINANCIAL PLANNERS™ have delivered hundreds of talks—keynotes, workshops, and virtual sessions—tailored to the unique needs of each organization.

We regularly partner with associations, health systems, colleges of pharmacy, and residency and fellowship programs.

If you’re interested in bringing a YFP Wealth speaker to your group, please complete the form below and schedule a time to connect with our team.

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Address

118 E Main St New Albany, OH 43054

Phone Number

(614) 618-5901

Email

info@yfpwealth.com

Your Financial Pharmacist Planning LLC d/b/a YFP Wealth is registered with the Securities and Exchange Commission (SEC). Registration of an investment advisor does not imply a certain level of skill or training.

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