Filtering by: Financial Planning
Financial Planning KPI's for Dentists
May
7
9:00 PM21:00
Financial Planning

Financial Planning KPI's for Dentists

Holistic Financial Success: Uncover the key performance indicators (KPIs) that drive both your dental practice's success and your personal financial well-being. Learn how to align business growth with personal financial goals.

Integrated Strategies: Understand how to blend personal financial planning with your business strategy. Develop a cohesive plan that supports both professional and personal aspirations.

Proactive Tax Planning: Stay ahead of tax obligations with proactive strategies. Learn how to minimize liabilities and maximize savings for both your practice and personal finances.

Order of Implementation: Discover the step-by-step process to effectively implement financial planning strategies. Prioritize actions to ensure consistent progress in both your practice and personal financial health.

Expert Guidance and Collaboration: Gain insights from a CFP who specializes in working with Dentists around the country.

Course Objectives

  • Simplify your financial planning

  • Proactive planning outcomes

  • Vision for your financial plan

Registration Open

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Financial Mastery for Dentists: Unveiling the Top Hacks Every Dentist Should Know
Feb
28
9:00 PM21:00
Financial Planning, Practice Management, Tax Planning & Credits

Financial Mastery for Dentists: Unveiling the Top Hacks Every Dentist Should Know

Unlock the secrets to financial success tailored specifically for dentists. "Financial Mastery for Dentists." In this dynamic program, we delve into five powerful strategies and hacks designed to elevate your financial well-being. From tax-efficient income management to crafting a tax-advantaged retirement plan, this course is curated to empower dentists with actionable insights for navigating the unique financial landscape of their profession. Don't miss the opportunity to gain mastery over your finances and secure a prosperous future. Enroll now and revolutionize your approach to financial planning!

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Complex Financial Planning Made Simple
Feb
22
9:00 PM21:00
Financial Planning

Complex Financial Planning Made Simple

Come take a walk with me to get better prepared financially for 2023. I talk to people every day and they all ask… ”what do you think is going to happen next?:” I may not have the answer, but we definitely can prepare. Do you feel prepared for another market decline or extended market decline? Imagine if you can navigate the complex charted waters of investing, taxes, insurance, and financial planning. In this presentation, we will give you a guided tour of simple planning to implement in 2023 to provide clarity in a complex planning world.

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