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Monthly Financial Elements® Webinar – Real Estate (Rt)

Monthly Financial Elements® Webinar

The Proper Role of Real Estate in Your
Holistic Financial Plan

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:

  • Learn how the COVID-19 shutdown impact should influence your personal and practice real estate investment strategies
  • Analyze whether you are investing too much or too little in real estate using the Elements® Real Estate Term (Rt) calculation
  • Explore the idea of using real estate to generate “passive income” and the hidden costs that make that difficult
  • 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, June 30th, 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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