Learn the role of equity investments in your financial success.
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 COVID-19 affected investing in the stock market and what it means for you
- Calculate your Equity Rate (Er) by dividing your total investments by your equity investments
- Understand how to balance your equity investments with your total investments
- Gain a clearer understanding of the role of stocks in your investment strategy
Learn how your strategy should change based on your age and practice status
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
Financial Elements® Webinar Details
Tuesday, September 29, 2020
6:30 – 7:30 PM MDT
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.