Free Monthly CE Webinar
How to Build Your First Investment Portfolio
Do the complexities of investing seem overwhelming? Learning how to build an investment portfolio can be daunting. Join Matt and Rabih as they break down the key steps to creating and managing a portfolio that aligns with your goals.
YOU’LL LEARN:
- How to align your portfolio with your objectives
- The ins and outs of building and trading within a portfolio
- Maintaining and rebalancing your investments over time
Who Should Attend?
- Practice owners, associates, and students
Presenters
- Matt Mulcock, CFP®, Dentist Advisors
- Rabih Dimachki, CFA, Dentist Advisors
CE Webinar Details
WHEN:
Thursday, March 28, 2024
6:30 – 7:30 PM MST
WHERE:
Zoom Webinar
On-demand Recording
View webinar
MEET THE WEBINAR PRESENTERS
Dental Industry Experts
Matt Mulcock, CFP®
Matt is CEO at Dentist Advisors and co-host of the Dentist Money™ Show.
Presenter
Rabih Dimachki, CFA
As the Director of Investment Strategy at Dentist Advisors, Rabih evaluates, monitors, and implements investment strategies.
Presenter