Free Monthly CE Webinar
Creating Your Year-End Checklist: What Can and Cannot Wait
As the end of another year approaches, it is always a good time to check in on your finances and create a plan for the coming year. Join Matt Mulcock, CFP® and Ryan Isaac, CFP® for a live webinar to learn about the upcoming changes created by the Secure Act 2.0 and create a checklist to help you get organized for tax planning and 2024.
- How to determine which tax deadlines apply to you and your practice
- How to maximize year-end tax strategy and planning
- What topics to discuss with your CPA to avoid costly mistakes
- What the Secure Act 2.0 is and how it may impact your financial plan
Who Should Attend?
- Practice owners, associates, and students
- Matt Mulcock, CFP®, Dentist Advisors
- Ryan Isaac, CFP®, Dentist Advisors
MEET THE WEBINAR PRESENTERS
Dental Industry Experts
RYAN ISAAC, CFP®
Ryan is Co-Founder/Senior Advisor at Dentist Advisors and host of the Dentist Money™ Show
Matt Mulcock, CFP®
Matt is CEO at Dentist Advisors and co-host of the Dentist Money™ Show.