Free Monthly CE Webinar

Learn the Basics of Bonds for Smarter Investing

No matter where you are in your investing career, bonds offer low risk and benefits—like income and capital preservation—that you need to understand. Bonds often don’t get enough attention, despite being an essential investment vehicle.

Join financial advisors Ryan, Matt, and special guest Rabih Dimachki, CFA for a deep dive and Q&A all about investment bonds.

this webinar will help you:

• Understand what bonds are and the role they play in a portfolio
• See why bonds are often underrated as an investment vehicle
• Leverage bond-specific features to mitigate risk and generate income
• Choose the right balance of “active” and “passive” investments

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
• Rabih Dimachki, CFA, Investment Operations Manager 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

RABIH DIMACHKI, CFP®

Rabih is a Investment Operations Manager at Dentist Advisors.

Presenter