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
- Ryan Isaac, CFP®, Co-Founder 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