Description of Presentation: This course will provide an overview of common personal insurance, business insurance, qualified investment accounts and non-qualified investment accounts for today’s Pediatric Dentist. The two main areas of concentration will provide insight into the flexibility of retirement plan design and a comprehensive review of a hypothetical financial plan.
Learning Objectives:
Identify personal and business insurance policies important to risk management protection for today’s Pediatric Dentist.
Discuss qualified and non-qualified investment accounts available to create wealth.
Understand the importance of setting goals, implementing strategies, and following a well-designed process to reach financial independence.
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