Free CE Monthly Webinar
Three Ways to Plan for Your Present (and Your Future)
It’s easy to fall into the trap of traditional financial thinking—deferring joy today in hopes of a better “someday.” But what if your money could help you live well now and still build the future you want? Traditional retirement planning isn’t always the right perspective for dentists.
Join Ryan Isaac, CFP® and Jake Elm, CFP® for a fresh perspective on financial planning that helps dentists align their money with the life they want now, not just later.
In this webinar, you’ll learn:
- The problem with traditional retirement planning and the “one day” delusion
- How to build a financial foundation so you can focus on living the life you want now
- Tips and strategies to help cultivate “practical presence”
Who Should Attend?
- Practice owners
Presenters
- Ryan Isaac, CFP®, Sr. Financial Advisor/Co-Founder at Dentist Advisors
- Jake Elm, CFP®, Financial Advisor at Dentist Advisors
Webinar Details
WHEN:
Thursday, June 16th, 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
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