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Monthly Financial Elements® Webinar – Equity Rate (Er)

Monthly Financial Elements® Webinar

How Important Are Stocks in Your Total Portfolio?

stocks in your portfolio

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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