Free Monthly CE Webinar
Smart Savings Strategies for Dentists
Have you been wondering, “How much money should dentists be saving?” Join Jake Elm, CFP® and Will Gochnour, CFP® as they review ways to simplify your savings strategy and maximize your financial growth. You’ll understand the options and accounts available to you as a dentist so you can implement a savings strategy.
YOU’LL LEARN:
- How to calculate a healthy savings rate
- Where to save money for short-term vs. long-term goals
- Specific investment accounts and their characteristics to find the ones that best fit your situation
Who Should Attend?
- Practice owners, associates, and students
Presenters
- Jake Elm, CFP®, Dentist Advisors
- Will Gochnour, CFP®, Dentist Advisors
CE Webinar Details
WHEN:
Thursday, June 27th, 2024
6:30 – 7:30 PM MDT
WHERE:
Zoom Webinar
On-demand Recording
View webinar
MEET THE WEBINAR PRESENTERS
Dental Industry Experts
Jake Elm, CFP®
As a Financial Advisor at Dentist Advisors, Jake has developed deep expertise in helping dentists create comprehensive financial plans designed to make work optional and to live well in the present.
Presenter
Will Gochnour, CFP®
As a financial advisor, Will is the point person for dentists who rely on him for fiduciary guidance related to investment strategy, taxes, debt management, insurance, and net worth growth.
Presenter