Free Monthly CE Webinar
How Much Wealth Do I Need to Retire?
Join Ryan Isaac, CFP® and Matt Mulcock, CFP® for a real-time and brass-tacks look into your own financial progress. We’ll use a simple equation to understand how much money you need to sustain your lifestyle indefinitely.
this webinar will help you:
- Learn how to calculate and track your “Total Term” score
- Explore how spending plays into your retirement math
- Adopt better financial habits to make work optional at an earlier age
- See how you compare to other dental professionals
- Gain a sense of control to improve your relationship with money
Who Should Attend?
- Practice owners, associates, and students
- Ryan Isaac, CFP®, Co-Founder at Dentist Advisors
- Matt Mulcock, CFP®, Financial Advisor at Dentist Advisors
CE Webinar Details
Thursday, February 23rd, 2023
6:30 – 7:30 PM MST
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.
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
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