Free Monthly CE Webinar
Using Real Estate to Secure a Better Retirement
Have you ever been curious about real estate investing but don’t really know where to start?
Join Drake Bloebaum, Loan Originator with Neo Home Loans and Will Gochnour, CFP® for a deep dive into the fundamentals of real estate investing.
this webinar will help you:
- Understand the economic variables that impact the real estate market
- Identify the different types of real estate investments and which may fit your lifestyle best
- Learn how real estate can fit into your retirement plan through various investment options
Who Should Attend?
- Practice owners, associates, and students
- Will Gochnour, CFP®, Advisor at Dentist Advisors
- Drake Bloebaum, Loan Officer at Neo Home Loans
MEET THE WEBINAR PRESENTERS
Dental Industry Experts
Will Gochnour, CFP®
Will Gochnour is a CERTIFIED FINANCIAL PLANNER™ professional. During his time at Dentist Advisors, Will has become an expert on dental-specific financial solutions while assisting hundreds of dentists with their financial plans and playing a key role in enhancing the Elements® planning process. 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.
Drake has been serving families and helping them build wealth and achieve their homeownership goals for 16 years.
Growing up in Salt Lake City he developed a love for all things outdoors. When he’s not helping clients finance their dreams you’ll find him playing with his wife and three boys, making musing in his band, Lake Effect, or enjoying the amazing outdoor opportunities living in Utah affords.
Dentist Money™ Membership
$79 / mo
A suite of resources to help you organize your financial life and get professional advice whenever you need it.
- Elements® planning app
- CFP® advisor coaching
- Investing (0.5% AUM fee with no minimums)
- Clients-only CE trainings, webinars, approved partner list, and more…
BOOK 15-MIN DEMO
Private Wealth Management
A full service, personalized planning and portfolio management experience for dentists and specialists.
- Dedicated CFP® advisor (unlimited access)
- Custom, tax efficient portfolio management
- Retirement plan optimization
- Net worth tracking, estate plan coordination, collaboration with your other service professionals, and more…
BOOK FREE CONSULTATION