Free Monthly CE Webinar

Creating a Year End Checklist: What Can and Cannot Wait

You’re invited to join Ryan Isaac, host of The Dentist Money™ Show podcast, and Matt Mulcock, Senior Advisor at Dentist Advisors, for a monthly webinar discussion about what your financial priorities should be at the end of the year.

THIS MONTH’S EVENT IS DESIGNED TO HELP YOU:

• Determine which tax deadlines apply to you and your practice
• Learn how to maximize year-end tax strategy and planning
• Know what topics to discuss with your CPA to avoid costly mistakes
• Automate and update your 2022 financial plan

Who Should Attend?

• Practice owners, associates, and their spouses

Speakers

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

Ryan Isaac, CFP®

Ryan is a dental industry thought-leader and Co-Founder/Senior Advisor at Dentist Advisors.

Discussion Leader

Matt Mulcock, CFP®

Matt is a Financial Advisor and Director of Advisor Development at Dentist Advisors.

Presenter