Free Monthly CE Webinar

The Basics of Building an Investment Portfolio

You’re invited to join Matt Mulcock, co-host of The Dentist Money™ Show podcast, and Jake Elm, Financial Advisor at Dentist Advisors for a monthly webinar discussion about how dentists can build an investment portfolio that suits their unique needs.

THIS MONTH’S EVENT IS DESIGNED TO HELP YOU:

• Learn the investment terminology everyone should be familiar with
• Choose the right asset allocation to reach your goals and mitigate risk in your portfolio
• Find the right balance between “active” and “passive” investing using a systematic approach

Who Should Attend?

• Practice owners, associates, and their spouses

Speakers

• Matt Mulcock, CFP®, Senior Advisor at Dentist Advisors
• Jake Elm, CFP®, Financial Advisor at Dentist Advisors

Matt Mulcock, CFP®

Matt is the co-host of the Dentist Money™ Show and Senior Advisor at Dentist Advisors.

Discussion Leader

Jake Elm, CFP®

Jake is a Financial Advisor at Dentist Advisors.

Presenter