Financial CE for Your
Invite us to present!
Dentist Advisors will present an educational financial workshop designed to help dentists gain control of their finances, build a solid financial foundation, and take the guesswork out of financial decisions. By the end of the workshop, the audience will have a solid foundation for making informed decisions about their money and practice.
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.