Watch Intro Series

Monthly Financial Elements® Webinar – Equity Rate (Er)

Monthly Financial Elements® Webinar

How Important Are Stocks in Your Total Portfolio?

The Role of Stocks in Your Net Worth

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

Speakers

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

Financial Elements® Webinar Details

WHEN:
Tuesday, September 29, 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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