Smart Savings Strategies for Dentists

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

SPACE IS LIMITED! Complete the form below to reserve your spot now.
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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