Financial CE for Your
Need a Great Topic for Your Next Study Club?!
We’d love to join you! Dentist Advisors offers educational, financial workshops made just for dentists. Each session is practical, easy to follow, and tailored to fit the needs of your group. Whether your members are just starting out, building their practice, or thinking about retirement, they’ll walk away with clear next steps and a better handle on their finances.
Available Presentation Topics:
- Financial Advice 101
- The Four Foundations of Finance
- Am I Using My Income Wisely?
- Creating Your Statement Of Financial Purpose
- Investment Basics
- Preparing For Transitions
- Preparing To Make Work Optional (Retirement Planning)
Additional Details:
- All presenters are CERTIFIED FINANCIAL PLANNER® practitioners
- Workshops are 60-90 min and include Q&A section (Topics can be customized)
- All Presentations are approved for 1 hour of CE-Credit for PACE-AGD
- Custom topics are available upon request (No clinical presentations)
- Available to present in-person or virtually
Submit a request
Let us know about your upcoming events, and we will be in touch soon about availability and to discuss potential topics.