Financial CE for Your Dental Study Club
Put financial education in your study club rotation!
Dentist Money Membership includes complimentary CE-approved virtual presentations from a Dentist Advisors CFP® professional. Request a specific financial topic or allow our team to choose one for you—and invite as many of your dental colleagues as you would like to.
(For large enough groups, an in-person presentation may be arranged).
Workshop Overview
Live Polling
Group members will submit anonymous responses to real-time poll questions and discuss the most common financial questions dentists face.
Net Worth Calculation
Using a simple template, attendees will learn how to calculate their personal net worth in preparation for a more detailed look at their financial progress.
Elements® Financial Monitoring App Demo
Each participant will get access to the Elements® Financial Monitoring App which will be used to populate and evaluate their financial health scores.
Q&A with a CFP® Advisor
All workshops have time allotted for audience questions and discussion.
Meet our CFP®️ presenters
STUDY CLUB LOGISTICS
Study clubs are typically conducted virtually. In-person presentations may be arranged for large enough groups.
Presentation length can be adjusted to fit the time allotment for your meeting.
All study club presentations include time for Q&A.
Custom topics are available upon request (just don’t ask us to do anything clinical).
All presentations are approved for dental CE credit.