Free Monthly CE Webinar
Financial Benchmarks: How Do You Compare to Dentists Nationwide?
With a new year underway, it’s a good time to check in and see if your finances are on track compared to hundreds of other dentists. Let’s roll up our sleeves and look at the data!
Join Ryan Isaac, CFP® and Matt Mulcock, CFP® who will unveil the latest annual benchmark statistics from Dentist Advisors.
This webinar will help you:
- See how your performance compares to other dental professionals in your situation
- Learn the 12 key indicators of financial wellness
- Understand the right financial targets for your career stage
- Recalibrate your financial expectations and priorities for the coming year
Who Should Attend?
- Practice owners, associates, and students
- Ryan Isaac, CFP®, Senior Advisor at Dentist Advisors
- Matt Mulcock, CFP®, Financial Advisor at Dentist Advisors
MEET THE WEBINAR PRESENTERS
Dental Industry Experts
RYAN ISAAC, CFP®
Ryan is a dental industry thought-leader and Co-Founder/Senior Advisor at Dentist Advisors. He is also the co-host of The Dentist Money™ Show podcast.
MATT MULCOCK, CFP®
Matt is a Financial Advisor and Director of Advisor Development at Dentist Advisors. He is also a co-host on The Dentist Money™ Show podcast.
Dentist Money™ Membership
$79 / mo
A suite of resources to help you organize your financial life and get professional advice whenever you need it.
- Elements® planning app
- CFP® advisor coaching
- Investing (0.5% AUM fee with no minimums)
- Clients-only CE trainings, webinars, approved partner list, and more…
BOOK 15-MIN DEMO
Private Wealth Management
A full service, personalized planning and portfolio management experience for dentists and specialists.
- Dedicated CFP® advisor (unlimited access)
- Custom, tax efficient portfolio management
- Retirement plan optimization
- Net worth tracking, estate plan coordination, collaboration with your other service professionals, and more…
BOOK FREE CONSULTATION