Free Monthly CE Webinar

Important Stuff to Do Before the End of 2022

As we approach the end of another (eventful) year, join the hosts of the Dentist Money Show podcast, Ryan Isaac, CFP® and Matt Mulcock, CFP® to discuss important deadlines and checklist items that need to be on your financial radar. In addition to the typical year-end reminders, you’ll learn about what’s new in 2022.

The webinar is designed to help dentists/specialists like you to:

• Understand action items related to the Student Debt Relief Plan
• Be aware of deadlines that impact your tax-planning decisions
• Take advantage of Roth conversions and tax loss harvesting in a down market
• Know what questions to ask your financial advisor and/or CPA

Who Should Attend?

• Practice owners, associates, and students

Presenters

• Ryan Isaac, CFP®, Senior Advisor at Dentist Advisors
• Matt Mulcock, CFP®, Financial Advisor at Dentist Advisors

RYAN ISAAC, CFP®

Ryan is a dental industry thought-leader and Co-Founder/Senior Advisor at Dentist Advisors.

Discussion Leader

MATT MULCOCK, CFP®

Matt is a Financial Advisor and Director of Advisor Development at Dentist Advisors.

Presenter