Take a Swing at Smarter Finances
You’re invited to join dental-specific financial advisors Jake Elm, CFP® and Cody Barrus, CFP® for BBQ, TopGolf, and a discussion about your personal and practice financial health.
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
- Meet & mingle with other dentists in your area
Who Should Attend?
- Practice owners and associates
Speakers
- Jake Elm, CFP®, Senior Financial Advisor at Dentist Advisors
- Cody Barrus, CFP®, Financial Advisor at Dentist Advisors
Event NOTES:
- No cost to attend. Invitation only. Seats are limited.
- Registration required to attend
- 1 CE Credit
- Don’t delay, spots are limited!
Event Details
VENUE:
Top Golf – Houston-Katy
1030 Memorial Brook Blvd.,
Houston – Katy, Texas 77084
WHEN:
Friday, February 27, 2026
10:00 AM – 1:00 PM CST
Space is limited- only 30 seats are available! Register below to secure your spot!
MEET THE EVENT PRESENTERS
Dental Industry Financial Experts
Jake Elm, CFP®
Jake is a CERTIFIED FINANCIAL PLANNER™ and a graduate of Utah Valley University’s nationally ranked Personal Financial Planning program. As a financial advisor at Dentist Advisors, he provides dentists with fiduciary guidance related to investments, debt, savings, taxes, and insurance. Since joining the company in 2018, Jake has played a key role in enhancing the firm’s investment management processes. He is also the author of a popular weekly blog called “Money Talks.”
Presenter
Cody Barrus, CFP®
Cody Barrus, CFP®, is a Financial Advisor at Dentist Advisors with a finance degree from Brigham Young University. He helps dentists reduce financial stress through student loan strategy, cash flow planning, and investment management so they can build confidence and clarity around their finances.
Presenter