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
- Ryan Isaac, CFP®, Co-Founder of Dentist Advisors
- Matt Mulcock, CFP®, Financial Advisor at Dentist Advisors
Financial Elements® Webinar Details
Thursday, February 13, 2020
6:30 – 7:30 PM MSTOn Demand
MEET THE WEBINAR PRESENTERS
Dental Industry Financial Experts
Ryan is a CFP®, co-founder of Dentist Advisors, and co-host of the Dentist Money™ Show podcast.
Matt is a CFP® and financial advisor and the Director of Advisor Development at Dentist Advisors.