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Building a Financially Sound Practice

July 21, 2023 from 8:00 am4:30 pm

Building a financially sound practice is vital for success. This course provides a general overview of business finances while also offering specific guidance and help to each Guiding Leader.

PRESENTED BY THE DENTIST ADVISORS

RYAN ISAAC

Cofounder of Dentist Advisors and host of The Dentist Money Show, Ryan is a trusted CFP® to dentists across the country. As a regular speaker at dental events nationwide, Ryan shares his expertise in portfolio management, debt reduction, tax management, retirement plans, profit-sharing plans and insurance.

 

MATT MULCOCK

Matt is a CFP® professional who provides guidance for dentists within the context of their overall financial picture. Matt’s expertise includes portfolio construction, investment management, retirement plans, insurance, debt management and tax reduction.

 

Details

Date:
July 21, 2023
Time:
8:00 am – 4:30 pm
Event Category:

Venue

Glidewell
2201 Dupont Dr
Irvine, CA 92612, 92612 United States
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