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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


January 25, 2022

This is the Year. Make your Financial Goals a Reality

In this webinar Ryan Isaac, CFP®, and Matt Mulcock, CFP®, discuss the factors you can control and healthy habits you can develop to help you reach your financial goals in an uncertain economy.

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New Year. New Money Mindset?

Join Ryan Isaac & Matt Mulcock for a discussion about how to implement simple processes for better decision making.

The Dentist’s Year-End Financial Planning Checklist

Join Ryan Isaac & Matt Mulcock for a discussion about the unique financial challenges and opportunities for dentists in the...

Elections and the Stock Market

Join Ryan Isaac and Matt Mulcock for a webinar discussion about the unique financial challenges and opportunities for dentists this...

Monthly Financial Elements® Webinar – Equity Rate (Er)

Join Ryan Isaac for a discussion about Equity Rate (Er), one of the key Elements® of an optimized holistic financial...

Monthly Financial Elements® Webinar – Practice Term (Pt)

Join Ryan Isaac for a discussion about Practice Term (Pt), one of the key Elements® of an optimized holistic financial...

Monthly Financial Elements® Webinar – Debt (Dr)

Join Ryan Isaac for a discussion about Debt (Dr), one of the key Elements® of an optimized holistic financial plan.

Monthly Financial Elements® Webinar – Real Estate (Rt)

Join Ryan Isaac for a discussion about Real Estate (Rt), one of the key Elements® of an optimized holistic financial...

How Will Young Dentists’ Careers Be Shaped by COVID-19?

Join Reese Harper, CEO of Dentist Advisors as he digs into the ADA's latest research on how the COVID-19 economic...

Monthly Financial Elements® – Qualified Term (Qt)

Join Ryan Isaac for a discussion about Qualified Term (Qt), one of the key Elements® of an optimized financial plan.

How a Membership Plan Can Help You Rebound from COVID-19

Join Ryan Isaac, and Dave Monahan, CEO of Kleer, to learn how membership plans can help you stabilize and increase...

COVID-19: The New Financial Reality for Dentists

Reese Harper and Ryan Isaac share expert advice for mitigating the financial impact of COVID-19. Including the latest on PPP...

Monthly Financial Elements® – Profitability (Pr)

Join Ryan Isaac for a discussion about Profitability (Pr), one of the key Elements® of an optimized financial plan.