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.

Book free Consultation


Upcoming live professional development CE webinar


January 30, 2025

2025 Marketing Trends That Matter for Your Dental Practice

When was the last time you looked at your marketing strategy? Marketing trends are shaping the dental industry in 2025.

Save Your Spot



Improving Case Acceptance with Digital Smile Makeovers

Engaging in cosmetic discussions and suggesting high-value treatment options can often be challenging for dental professionals. There's a delicate balance...
Topics: Practice Management

Smart Savings Strategies for Dentists

Have you been wondering, “How much money should dentists be saving?” Join Jake Elm, CFP® and Will Gochnour, CFP® for...
Topics: Cash Management, CE, Finance 101, Getting Organized, Investing, Saving

The DSO Landscape: What Dentists Should Know

Navigating the DSO marketplace can be overwhelming for dentists. Join us for an informative webinar with Mike Baird from Accelerate...
Topics: Practice Management

How Your Mind is Messing With Your Money

Making financial decisions for yourself and your dental business is complicated. Join Matt Mulcock, CFP® and Victoria Ferguson, CFP® for...
Topics: Cash Management, CE, Finance 101, Getting Organized, Investing

10 Mistakes that Could Cost You $10,000 or More

Making financial decisions for yourself and your dental business is complicated. Join Matt Mulcock, CFP® and Victoria Ferguson, CFP® for...
Topics: Cash Management, CE, Finance 101, Getting Organized, Investing

Financial Fundamentals for Dentists

Unsure about how to start organizing your money and investments? Feeling overwhelmed by financial jargon? Whether you’re a recent graduate,...
Topics: Cash Management, CE, Finance 101, Getting Organized, Investing

The Unspoken Challenges of Dental Supply Procurement

Take a dive into the state of work in dentistry! Examine trends with both professionals and employers, in order to...
Topics: Practice Management

How to Build Your First Investment Portfolio

You've opened your new brokerage account, but now where do you start? In the world of finance, learning how to...
Topics: Cash Management, CE, Finance 101, Income, Investing

The State of Work in Today’s Dentistry

Take a dive into the state of work in dentistry! Examine trends with both professionals and employers, in order to...
Topics: Practice Management

5 Reasons Why Dentists Have a Love/Hate Relationship with Money

Do you ever feel like you're on an emotional rollercoaster when it comes to finances? Join us for an eye-opening...
Topics: Income, Practice Management, Practice Value, Tracking Progress, Work Life Balance

Help your Patients Say “Yes” to Treatment

Don't miss our exclusive webinar with our partners, Method and Dental Intelligence. Alison Farber from Method and Steve Jensen from...
Topics: Practice Management

Rethinking your Money Goals for 2024

Learn 5 dentist-specific tax-saving strategies with Matt Mulcock, CFP® and Victoria Hughes, CFP®. They'll break down the pros, cons, and...
Topics: Year-End Planning