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The Dentist’s Year-End Financial Planning Checklist

Monthly Financial Webinar

The Dentist’s Year-End Financial Planning Checklist

Dentist financial checklist

Learn How to Prepare Yourself Financially for the New Year.

You’re invited to join Ryan Isaac, host of The Dentist Money™ Show podcast and co-founder of Dentist Advisors, with Matt Mulcock, Senior Advisor at Dentist Advisors for a monthly webinar discussion about the unique financial challenges and opportunities for dentists.

THIS MONTH’s EVENT IS DESIGNED TO HELP YOU:

  • Learn about the “deadlines” that will impact your financial outlook
  • Make the right retirement and charitable contribution decisions
  • Understand how to maximize what your CPA can do for you
  • Know how and when to pay your spouse and children via payroll
  • Explore the unique factors that dentists should consider when investing

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 Webinar Details

WHEN:
Tuesday, November 24, 2020
6:30 – 7:30 PM MST

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 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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