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:

• Use our Tax Rate [Tr] Element®️ to calculate whether your tax liability could be reduced with better tax planning.
• Understand the difference between tax avoidance and evasion.
• Identify whether you are taking advantage of deductions and credits that are unique to dentists.
• Explore business entity types and the advantages/disadvantages of each.
• Find and evaluate a CPA firm that is right for your situation.

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

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

Morgan Hamon

Morgan is a CPA and President of HDA Accounting Group, an accounting firm that works exclusively with dentists.

Panelist