Free Monthly CE Webinar
Financial Fundamentals Refresher
Join Ryan Isaac and Matt Mulcock co-hosts of The Dentist Money™ Show podcast for a refresher on the fundamentals of personal finance from a dentist’s point of view.
this webinar will Give you:
- A solid understanding of basic financial principles
- Terminology to confidently engage in financial conversations
- Dental-specific financial rules of thumb to follow
- A judgment-free zone to discuss your financial questions
Who Should Attend?
- Practice owners, associates, and students
Presenters
- Ryan Isaac, CFP®, Co-Founder at Dentist Advisors
- Matt Mulcock, CFP®, Financial Advisor at Dentist Advisors
CE Webinar Details
WHEN:
Thursday, March 23rd, 2023
6:30 – 7:30 PM MDT
WHERE:
Zoom Webinar
On-demand Recording
View webinar
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.
Discussion Leader
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.
Presenter
Become a Dentist Money™ Member or Private Wealth Client of Dentist Advisors and get unlimited access to our growing collection of on-demand CE webinars (plus a lot more).
Already a client or member?
Private wealth clients CLICK HERE to login
Dentist Money Members CLICK HERE to login
Dentist Money™ Membership
$79 / mo
billed annually
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
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Private Wealth Management
1.5% AUM
or lower
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
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