Financial CE for Dental Study Clubs
and Mastermind Groups

Book a Financial CE Workshop for Your Dental Group!

We’re the team behind the Dentist Money Show podcast, and we want to make you the hero of your dental study club or mastermind group.

We’ve designed an interactive session that makes it easy for dental professionals to calculate their “financial vitals” in one sitting using cool technology.

These FREE sessions can be held virtually or in-person.

To submit your request, simply fill out the form and we’ll be in touch.

Workshop Overview

Live Polling

Group members will submit anonymous responses to real-time poll questions and discuss the most common financial questions dentists face.

Net Worth Calculation

Using a simple template, attendees will learn how to calculate their personal net worth in preparation for a more detailed look at their financial progress.

Elements® Financial Monitoring App Demo

Each participant will get access to the Elements® Financial Monitoring App which will be used to populate and evaluate their financial health scores.

Q&A with a CFP® Advisor

All workshops have time allotted for audience questions and discussion.

Meet our CFP®️ presenters


Workshops can be performed virtually or in-person.

Travel expense reimbursement may be requested in certain cases.

All workshops are AGD PACE approved for CE credit.

All sessions include time for Q&A.