Free Monthly CE Webinar
What Separates Multi-Million Dollar Practices From the Rest?
The Dental A Team has been behind the curtain of hundreds of offices across the country. Join us to learn the common threads that turn everyday practices into multi-million dollar success stories.
this webinar will help you:
- See how other dentists overcome the same challenges you’re facing right now
- Define a vision for yourself and your practice
- Use tools to identify where your attention should be focused
- Turn your practice into a systemized, profit-making machine
Who Should Attend?
- Practice owners, associates, and students
Presenters
- Jake Elm, CFP®, Advisor at Dentist Advisors
- Tiffanie Trader, Dental Consultant with The Dental A Team
CE Webinar Details
WHEN:
Thursday, January 12th, 2022
6:30 – 7:30 PM MST
WHERE:
Zoom Webinar
On-demand Recording
View webinar
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.
Presenter
Tiffany Trader
As a twenty year veteran in the dental field Tiffanie brings her passion and expertise to practices across the nation as a dental practice consultant, helping them grow and achieve maximum success.
Presenter
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).
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Dentist Money Members CLICK HERE to login
Dentist Money™ Membership
$79 / mo
billed annually
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
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Private Wealth Management
1.5% AUM
or lower
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
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