STFM has entered into a relationship with Equitable Advisors, LLC, to educate and assist members who want to learn more about personal finance and improve their financial health and future. This aligns with our 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.
STFM has provided an endorsement of Equitable Advisors, is not an Equitable Advisors’ client, and 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.
Planning for the Future: Personal Finance Education with Equitable's Stephen Dunbar
February 11, 2025 | Panelists: Stephen B. Dunbar, III, JD, CLU, and Kendall M. Campbell, MD, FAAFP
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!
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.
See a list of videos hosted by Equitable experts with financial wellness advice:
STFM'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."
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.
