Am I Using My Income Wisely?
Join us to learn how to make the most of your income. This workshop covers calculating true income, understanding profitability, managing debt, saving strategically, and using proven tax reduction tactics so you can make smarter financial decisions and use your income more effectively.
Who Should Attend?
- Practice owners and associates
Speakers
- Jake Elm, CFP®, Senior 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:
Parker Periodontics and Implant Dentistry
8000 Five Mile Road Suite 330
Cincinnati, OH 45230
WHEN:
Wednesday, March 11, 2026
6:30pm: Reception
7:30pm: Dinner & Lecture
Space is limited- only 24 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