Watch Intro Series

Reese Harper, CFP®

Dentistry’s Financial Thought Leader

Recent Presentations

Yankee Dental Congress, Florida Dental Association, Utah Dental Association, Colorado Dental Association, Roseman College of Dental Medicine, University of Utah Dental School, Great Basin Dental Academy, South Davis Dental Society, Practice Pathways, Dental Success Summit

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“One of the best financial CE’s I’ve ever attended. Information was presented clearly and openly. Very helpful!”

– Dr. Leslie Murray, Denver, CO

4 Keys for Dentists

TO ACHIEVE FINANCIAL INDEPENDENCE

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Did you know dentists consistently rank among the highest-earning professionals in the nation, yet retire six years later than the average American?

SUMMARY

In this interactive presentation, Reese highlights the big reasons for the backward trend and addresses four key questions every dentist should be able to answer:

How much wealth do I need to make work optional?
Do I have the right mix of assets?
Am I using my income wisely?
Am I taking the right amount of risk?

5 Steps to Better

Investment Performance

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The noisy world of investing makes it hard to know where your money should  go and feel confident your portfolio is managed the right way.

SUMMARY

The truth is one bad investment can erase several years of hard work. In this  cut-to-the-chase presentation, Reese Harper, CFP® brings a complicated  subject down to earth and explains how to overcome the costs of:

Irrational investor behavior
Hiring the wrong advisor
Underestimating risk tolerance
Poor investment selection
A mismanaged portfolio