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

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