Free Monthly CE Webinar
What Modern Banking Means for Dentistry
Banking is continually evolving. Join Blake Vargo from Bank of America and Jake Elm, CFP® for an in depth discussion about the major changes in banking over the years and how they impact you and your practice.
this webinar will help you:
- Learn the green lights and red flags that banks look for on loan applications
- Understand the differences among practice loan options
- Identify common unnecessary charges and fees often associated with dental bank loans
- Speed up your path to dental practice ownership
Who Should Attend?
- Practice owners, associates, and students
- Jake Elm, CFP®, Dentist Advisors
- Blake Vargo, Bank of America
MEET THE WEBINAR PRESENTERS
Dental Industry Experts
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.
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