Rethinking your Money Goals for 2024

Free Monthly CE Webinar

Rethinking your Money Goals for 2024

By now we’ve all looked at what goals we’ve set for the new year at least once. But why are keeping goals so hard? Join Matt and Taylor as they talk about better ways to structure your financial goals. They’ll even discuss scrapping the idea of goals altogether!

YOU’LL LEARN:

  • The limitations of goals and why they aren’t the only way to be successful
  • Why goals can put you in a box and make you feel like you’re failing
  • A better way to think about success, setbacks, and self-improvement
  • How to improve your money mindset in 2024

Who Should Attend?

  • Practice owners, associates, and students

Presenters

  • Matt Mulcock, CFP®, Dentist Advisors
  • Taylor Sutterfield, MAcc, CFP®, Dentist Advisors

CE Webinar Details

WHEN:
Thursday, January 25, 2024
6:30 – 7:30 PM MST

 

WHERE:
Zoom Webinar


On-demand Recording
View webinar

MEET THE WEBINAR PRESENTERS

Dental Industry Experts

Matt Mulcock, CFP®

Matt is a Managing Partner at Dentist Advisors and co-host of the Dentist Money™ Show.

Presenter

Taylor Sutterfield, MAcc, CFP®

As a a financial advisor at Dentist Advisors, Taylor provides dentists with fiduciary guidance related to investments, debt, savings, taxes, and insurance.

Presenter