Webinars
5 Tax Write-offs Every Dentist Should Know About
Learn 5 dentist-specific tax-saving strategies with Matt Mulcock, CFP® and Victoria Hughes, CFP®. They'll break down the pros, cons, and...
Tax Strategies from a CPA for 2023/2024
With less than 70 days remaining in the year, it's an important time for a tax strategies refresher. Know how...
Creating Your Year-End Checklist: What Can and Cannot Wait
As the end of another year approaches, it is always a good time to check in on your finances and...
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.
4 Money Must-dos During a Volatile Economy
Worries about inflation and recession continue to remain top of mind for many. Join Ryan Isaac, CFP® and Will Gochnour,...
Discount Plans Versus Membership Plans – What’s the difference?
Join Dental Menu's CEO and Co-Founder Paul Lowry to gain important insights on creating a membership plan that can increase...
The Many Sides to Stocks: Understanding Factor Investing
Not all stocks are the same. Join Ryan Isaac, CFP®, Matt Mulcock, CFP®, and Rabih Dimachki, CFA, for a live...
Student Loan Info Session: 5 Tips to Ace Your Repayment
Ring the bell, student loan payments are back in session! Join Jake Elm, CFP® and Taylor Sutterfield, MAcc, CFP® for...
Lifestyle Creep: The High Blood Pressure of Money
Join Ryan Isaac, CFP® and Victoria Hughes, CFP® to explore common reasons dentists are at a higher risk of experiencing...
The Critical Link Between Lifestyle and Retirement
Join Matt Mulcock, CFP® and Ryan Isaac, CFP® for a detailed discussion around how to answer the most common personal...
How to Double Your Practice in 12 Months
Join Shared Practices' President Dr. Alex Sharp to explore how to assess your current practice's performance, ways to grow your...