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
- Matt Mulcock, CFP®, Senior Advisor at Dentist Advisors
- Jake Elm, CFP®, Financial Advisor at Dentist Advisors
MEET THE WEBINAR PRESENTERS
Dental Industry Experts
Matt Mulcock, CFP®
Matt is the co-host of the Dentist Money™ Show and Senior Advisor at Dentist Advisors.
Jake Elm, CFP®
Jake is a Financial Advisor at Dentist Advisors.