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
CE Webinar Details
Thursday, April 13th, 2023
6:30 – 7:30 PM MDT
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.
Become a Dentist Money™ Member or Private Wealth Client of Dentist Advisors and get unlimited access to our growing collection of on-demand CE webinars (plus a lot more).
Already a client or member?
Private wealth clients CLICK HERE to login
Dentist Money Members CLICK HERE to login
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