Ready to Start Optimizing Your Path to Financial Independence?

You’re invited to join Ryan Isaac, co-host of The Dentist Money™ Show podcast and co-founder of Dentist Advisors, for a monthly webinar discussion about the key Elements® of an optimized financial plan.

THIS MONTH’s EVENT IS DESIGNED TO HELP YOU:

• Calculate if you have the right amount of life, disability, buy-sell, key person, and liability insurance for your situation using the Insurance Rate (Ir) Element®️.
• Understand why life insurance should not be used as an investment vehicle.
• Decide if replacing generic disability coverage with a specialty specific policy is worth the cost.
• Consider specialized policies such as, overhead disability, buy-sell, personal liability, and business liability.

Who Should Attend?

• Associates or practice owners and their spouses

Speakers

• Ryan Isaac, CFP®, Co-Founder of Dentist Advisors
• Matt Mulcock, CFP®, Financial Advisor at Dentist Advisors

Ryan Isaac

Ryan is a CFP®, co-founder of Dentist Advisors, and co-host of the Dentist Money™ Show podcast.

Discussion Leader

Matt MUlcock

Matt is a CFP® and financial advisor and the Director of Advisor Development at Dentist Advisors.

Moderator