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Monthly Financial Elements® – Qualified Term (Qt)

Monthly Financial Elements® Webinar

The Role of Qualified Retirement Plans in
Holistic Financial Health

Ready to Gain The Financial Confidence You Need to Live Your Best Life Now?

You’re invited to join Ryan Isaac, co-host of The Dentist Money™ Show podcast and co-founder of Dentist Advisors, for a monthly webinar discussion about the key Elements® of an optimized financial plan.

THIS MONTH’s EVENT IS DESIGNED TO HELP YOU:

  • Explore how the COVID-19 pandemic shutdown should impact your personal and practice qualified retirement plan contribution strategy
  • Analyze whether you are contributing enough to qualified retirement plans using the Elements® Qualified Term (Qt) calculation
  • Evaluate the pros and cons of different types of qualified plans (401k, IRA, Profit sharing, etc.) and decide which plans are right for you and your team
  • Determine if you have the right balance of asset types in your financial plan (qualified, liquid, practice, and real estate)

Who Should Attend?

  • Practice owners, associates, and their spouses

Speakers

  • Ryan Isaac, CFP®, Co-Founder of Dentist Advisors
  • Matt Mulcock, CFP®, Financial Advisor at Dentist Advisors

Financial Elements® Webinar Details

WHEN:
Tuesday, May 26th, 2020
6:30 – 7:30 PM MDT
On-demand Recording

View webinar

MEET THE WEBINAR PRESENTERS

Dental Industry Financial Experts

Ryan Isaac

Ryan is a CFP®, co-founder of Dentist Advisors, and co-host of the Dentist Money™ Show podcast.

Discussion Leader

Matt MUlcock

Matt is a CFP® and financial advisor and the Director of Advisor Development at Dentist Advisors.

Moderator

This live webinar was already held but the recording is available on-demand by completing the form below.
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