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Monthly Financial Elements® – Liquidity (Lt)

Monthly Financial Elements® Webinar

Liquid Term: Why Having Accessible Cash Matters for Dentists

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Ready to Gain The Financial Confidence You Need to Live Your Best Life Now?

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 Learn:

  • How to calculate if you have enough cash or cash-like assets on hand using the Liquid Term (Lt) Element
  • Ways to ensure you have the right balance of liquid assets, qualified retirement plans, practice equity, and real estate in your investment portfolio
  • Why liquidity is important to your financial psychology
  • Best practices for how to increase your liquid assets

Who Should Attend?

  • Practice owners, associates, and their spouses

Speakers

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

Financial Elements® Webinar Details

WHEN:

Thursday, February 13, 2020
6:30 – 7:30 PM MST

SPACE IS LIMITED! Complete the form below to reserve your spot now.
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MEET THE WEBINAR PRESENTERS

Dental Industry Financial Experts

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

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