Free Monthly CE Webinar

When is the Right Time to Hire a Financial Advisor?

A good financial advisor plays a critical role in helping you make the right financial decisions in the right order. However, selecting the wrong advisor can hurt your ability to be self-reliant and independent – plus how do you even know when the time is right to hire a financial advisor? You’re invited to join Ryan Isaac, CFP®, and Taylor Sutterfield, CFP®, for a CE webinar discussion on the benefits, red flags, and questions to ask when considering a financial advisor.

The webinar is designed to help dentists/specialists like you to:

• Avoid common pitfalls of hiring the wrong advisor
• Understand they types of services and advice financial advisors can provide
• Know what questions to ask when interviewing potential financial advisors
• Decide if and when a financial advisor could add value to your financial life

Who Should Attend?

• Practice owners, associates, and their spouses

Presenters

• Ryan Isaac, CFP®, Senior Advisor at Dentist Advisors
• Taylor Sutterfield, CFP®, Financial Advisor

RYAN ISAAC, CFP®

Ryan is a dental industry thought-leader and Co-Founder/Senior Advisor at Dentist Advisors.

Discussion Leader

TAYLOR SUTTERFIELD, CFP®

As a CERTIFIED FINANCIAL PLANNER™, Taylor provides dentists with fiduciary guidance related to investments, debt, savings, taxes, and insurance.

Presenter