Launchpad Session 7:

Navigating the Financial Advisory Space
In this session, you’ll:

• Understand the different types of financial advisors and the services they provide
• Compare advisor compensation models and understand how their compensation can impact their recommendations and lead to potential conflicts of interest
• Identify common red flags and pitfalls when choosing an advisor and learn a framework for choosing the right advisor for your needs

Presenter

Will Gochnour, CFP®

Will is a Sr. Advisor at Dentist Advisors.

Presenter