Fine Food and Financial Foundations – Phoenix, AZ

You’re invited to join Dentist Advisors and Dental Menu for an evening of fine food and discussion on the key elements of personal finance and effective dental office membership plans.

THIS EVENT IS DESIGNED TO HELP YOU:

• Understand how key components of personal finance can empower you to make smart financial decisions
• Avoid financial blind spots on your path to retirement
• Discover the difference between a membership plan and a discount plan
• Learn how to set up, market, and administer an effective membership plan in Arizona

Who Should Attend?

• Associates, practice owners,  office managers and front office administrators and their spouses

Event Notes:

• No-cost. Invitation only. Seats are limited.
• Registration required to attend.
• Don’t delay, seating is limited! Only 25 seats available.

CE Information

This event will provide 2 CE credits to participants. Our primary objective is to share academic and behavior-based principles to help dentists effectively manage their personal and practice finances.

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

Paul Lowry, CEO and Co-Founder

Paul is the CEO and co-founder of the Dental Menu. From 2008-2017 he helped offices with internal and external marketing. After experiencing the challenges of finding and retaining FFS patients, he co-founded Dental Menu in 2017.

Presenter