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
- Ryan Isaac, CFP®, Senior Advisor 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.
MATT MULCOCK, CFP®
Matt is a Financial Advisor and Director of Advisor Development at Dentist Advisors.
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