Broker Check

Topics Include;

  • Student Loan Strategies
  • Finding the Right Employer
  • Budgeting Your New Income
  • Insurance For Dentists
  • Financial Mistakes Dentists Make
  • Practice Ownership Preparation

RSVP & Schedule

Graduating dental residents are invited to RSVP for the virtual event and also schedule a no-cost individual meeting with us to review their situation.

To RSVP for the Virtual Financial Crash Course

To Schedule a No-Cost Individual Meeting

FAQs

  • What if I cannot attend the Financial Crash Course?
    • Reach out to us and we will send you a copy of our financial guidebooks and a recording of the event.
    • You can still schedule an individual meeting to discuss your specific situation.
  • What do we discuss on the individual meeting?
    • We will review the action items from the virtual financial crash course and fine tune them to your specific situation.
    • Action items may include tax return filing strategies for your student loan plan and/or locking in discounts on dental specific insurances if you haven't already.
  • What if I am already an existing client?
    • Existing clients already have scheduled check-ins with us.
    • However, you are welcome to schedule if you would like to talk sooner!