Calling All Wasatch Front Dentists –

You’re invited to join the hosts of The Dentist Money™ Show podcast and the CEO of Productive Dentist Academy for an evening of fine food and discussion about the financial faux pas that are hampering your path to financial independence.

THIS EVENT IS DESIGNED TO HELP YOU:

• Identify which area of financial planning is your biggest opportunity for growth
• Decide where to put money at critical stages in your career to increase wealth
• Analyze whether you should pay down debt, let it ride, or invest your money
• Compare overhead benchmarks, and make decisions based on data
• Reduce and defer your taxes through the right retirement plan design
• Assess investment types & compare returns so you don’t get burned
• Understand why most generic financial strategies won’t cut it for dentists

Who Should Attend?

• Associates or practice owners and their spouses

Speakers

• Reese Harper, CEO of Dentist Advisors and Host of The Dentist Money™ Show
• Ryan Isaac, Senior Advisor at Dentist Advisors and Co-host of The Dentist Money™ Show
• Vicki McManus Peterson, CEO and Co-Founder of Productive Dentist Academy
• Special Guest Presenter from Wells Fargo Bank

Event NOTES:

• No-cost. Invitation only
• Registration required to attend
• Don’t delay, seating is limited!

reese harper

Reese is a CFP®, CEO of Dentist Advisors, and co-host of The Dentist Money™ Show Podcast.

Presenter and Discussion Leader

Ryan Isaac

Ryan Isaac is the co-host of the Dentist Money™ Show and holds a CFP.

Presenter and Panelist

Vicki McManus Peterson

Vicki McManus Peterson is the co-founder and CEO of Productive Dentist Academy.

Panelist