Free CE Monthly Webinar
Spring Clean Your Finances: 3 Financial Steps Dentists Can Take
As the seasons change, it’s the perfect time to tidy up more than just your home. Join Taylor & Ryan for a webinar designed specifically for dentists who want to “spring clean” their finances and get organized for the months ahead. Whether you’re feeling a little disorganized or just want to make sure you’re on the right track, this webinar will give you the tools to clean up your financial life and move forward with confidence.
In this webinar, you’ll learn:
- How to organize your finances and cash flow so you can make more confident money decisions
- Investment strategies that align with your long-term goals and current financial picture
- What “tracking progress” actually looks like for a dentist—so you know if you’re really getting ahead
Who Should Attend?
- Practice owners
Presenters
- Ryan Isaac, CFP®, Co-Founder/Sr. Advisor of Dentist Advisors
- Taylor Sutterfield, MAcc, CFP®, Financial Advisor at Dentist Advisors
Webinar Details
WHEN:
Thursday, April 24th, 2025
6:30 – 7:30 PM MDT
WHERE:
Zoom Webinar
CE Information
This event will provide 1 CE credit to participants. Our primary objective is to share academic and behavior-based principles to help dentists effectively manage their personal and practice finances.
MEET THE WEBINAR PRESENTERS
Dental Industry Experts
Ryan Isaac, CFP®
Co-Founder of Dentist Advisors and host of the Dentist Money™ Show, Ryan Isaac is a trusted financial advisor to dentists across the country.
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