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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 12, 2023

How to Maximize Your Outcome from a DSO Affiliation

Join McLerran & Associates' CEO and Principal Brannon Moncrief to gain important insights on the DSO landscape.

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Become a Dentist Money™ Member or Private Wealth Client of Dentist Advisors and get unlimited access to our growing collection of on-demand CE webinars. Learn more




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...

How to Hire and Develop Your Dental Practice A-Team

In this webinar, Ryan Isaac, CFP® hosts Keira Dent from Dental A-Team, as they discuss how to hire and develop...

The Triumphs and Pitfalls of Practice Ownership

In this webinar, Ryan Isaac, CFP® hosts Dr. Michelle Jorgensen, Dr. Greg Guymon, and Dr. Bryan Packard for a discussion...

3 Ways to Maximize the Value of Your Practice

In this webinar, Ryan Isaac, CFP® hosts Victoria Peterson, CEO of Productive Dentist Academy. Together they will explore how a...

Brush-up On Your Financial Fundamentals

Join Ryan Isaac & Matt Mulcock for a discussion about the financial basics every dentist should know and understand.

10 Tips For Growing Your Instagram Following

In this webinar, Ryan Isaac, CFP® hosts Blake Hadley, President and Founder of My Social Practice, together they will explore...

How Much Insurance Does a Dentist Need?

Join Ryan Isaac & Matt Mulcock for a discussion about the unique insurance needs of dentists and how they can...

Dumb Things Smart Dentists Do

Join Ryan Isaac & Dr. Rich Madow for a discussion about how to avoid common pitfalls when running a dental...