Dental Management: Mastering Financial Independence | Sep 5, 2024

For more info, or to earn CDE credit, go to: https://www.catapulteducation.com/cou...

Course Summary
This course aims to educate dentists on achieving financial independence. We will cover key financial planning areas such as retirement, investment, insurance, tax, and estate planning, demonstrating how to integrate your dental practice into each of these core areas. Additionally, a brief market update will be provided.

Learning Objectives
1. Address core areas of financial planning
2. Understand common financial planning concerns
3. Learn how your practice fits into the plan
4. Identify current planning opportunities for dentists
5. Receive market update and commentary

Sponsored by Hamilton Capital
Presented by Matthew Kirby, CFP® and Genevieve George, CFP®, CPA, CFE, CDFA®