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Financial Education Library for Dentists

Our financial education library is filled with dental-specific insights on investing, retirement planning, personal finance, tax management, insurance, debt management, profitability, and other financial topics. Explore our collection of articles, courses, podcasts, videos, and eGuides.


Upcoming live professional development CE webinar


October 19, 2021

Enough is Enough: Stop Playing the PPO’s Game with Jordon Comstock

In this webinar Jake Elm, CFP®, and Jordon Comstock, CEO of BoomCloud, discuss how membership plans can be part of your practice's financial plan.

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Enough is Enough: Stop Playing the PPO’s Game with Jordon Comstock

In this webinar Jake Elm, CFP®, and Jordon Comstock, CEO of BoomCloud, discuss how membership plans can be part of...

Do Dave Ramsey’s “Baby Steps” Apply to Dentists?

In this webinar, Ryan Isaac, CFP® and Matt Mulcock, CFP® will talk about the steps Dentists can take for their...

Demystifying the Estate Planning Process with Nathan Kavlie

In this webinar, Will Gochnour, CFP® hosts Nathan Kavlie, lawyer and legal consultant, for a discussion about the estate planning...

How Dentists Can Pick the Right Retirement Plan

In this webinar, Ryan Isaac, CFP® and Matt Mulcock, CFP® will talk about the challenges dentists encounter when picking a...

Creating Authentic Marketing That Connects with Joshua Scott

In this webinar, Matt Mulcock, CFP® hosts Joshua Scott, CEO of Studio EightyEight. Together they discuss how dentists can improve...

The Basics of Building an Investment Portfolio

In this webinar, Matt Mulcock, CFP® and Jake Elm, CFP® will talk about dentists can build an Investment Portfolio to...

How Dentists Can Simplify Their HIPAA Compliance

In this webinar, Matt Mulcock, CFP® hosts Danielle McKinley, the HIPAA Chick. Together they how dentists can simplify HIPAA compliance...

How Proactive Dentists Plan for Their Children’s Future

In this webinar, Ryan Isaac, CFP® and Cody Murray, CFP® will talk about dentists can plan for their children's future.

Time to Get Real: Here’s What Authentic Marketing Looks Like

In this webinar, Ryan Isaac, CFP® hosts Michael Anderson, Co-founder of Wonderist Agency. Together they share techniques to improve dentists'...

Expect the Unexpected: How Smart Dentists Manage Risk

In this webinar, Ryan Isaac, CFP® and Matt Mulcock, CFP® will talk about the kind of risks that are unique...

How to Create Team Alignment and Practice Profitability

In this webinar, Matt Mulcock, CFP® hosts Jarom Dastrup from Dental Intelligence, as they discuss how to increase your practice's...

How Much Cash You Should Hold Onto Right Now

Join Ryan Isaac & Matt Mulcock as they discuss the importance of liquidity for dentists and give guidance on how...