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
- Ryan Isaac, CFP®, Co-Founder of Dentist Advisors
- Matt Mulcock, CFP®, Financial Advisor at Dentist Advisors
MEET THE WEBINAR PRESENTERS
Dental Industry Financial Experts
Ryan is a CFP®, co-founder of Dentist Advisors, and co-host of the Dentist Money™ Show podcast.
Matt is a CFP® and financial advisor and the Director of Advisor Development at Dentist Advisors.