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Financial Planning 101
Dentists, like other professionals, should develop a solid financial plan to build wealth and prepare for retirement. Planning for financial independence while building their dental practice is an issue that concerns dentists at all stages of their career, whether they’re just starting out, growing to multiple locations, or preparing to sell their practice in preparation for retirement. Developing a financial plan with the guidance of a team of professional advisors helps them meet their unique current and future goals and will continue to evolve throughout the various life stages.

During this session, we’ll explore the elements of a financial plan and how to begin this important process, no matter the season of life you are in.

Financial Advisor offers Investment Advisory Services through Eide Bailly Advisors, LLC, a Registered Investment Advisor. Securities offered through United Planners Financial Services, Member of FINRA and SIPC. Eide Bailly Financial Services, LLC is the holding company for Eide Bailly Advisors, LLC. and Eide Bailly Agency, LLC, which is wholly owned and operated under Eide Bailly LLP. Insurance products are offered or issued under Eide Bailly Agency, LLC. Eide Bailly Advisors, LLC employees can also be licensed as insurance agents/producers of Eide Bailly Agency, LLC. Eide Bailly Financial Services and its subsidiaries are not affiliated with United Planners. Not all products and services are available in all states.

Time/Date: September 8th, 2021 @ 6:00 PM Pacific Time

Presenters:
Art Wiederman, CPA | Director, Dental Division | Eide Bailly; Brad Blazek, AAMS, CRPC | Financial Advisor | Eide Bailly; & Austin Fields | Financial Advisor | Eide Bailly


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Sep 8, 2021 06:00 PM in Pacific Time (US and Canada)

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