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
- 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
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.
RABIH DIMACHKI, CFP®
Rabih is a Investment Operations Manager 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