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Free ce webinar
eLEVATE YOUR Practice | ELEVATE YOUR Life
To receive free dental CE credit for this month's webinar, participants are required to watch the full presentation and complete the post-webinar survey. CE certificates will only be issued once all requirements are met.
Please allow 7–10 business days for certificate delivery.
ELEVATION ASSOCIATION
Nationally Approved PACE Program
Provider for FAGD/MAGD Credit.
Approval does not imply acceptance by
any regulatory authority of AGD endorsement.
09/01/2023 - 08/31/2027
Provider ID# 403329
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course information
Course Title:
The Soul of Wealth: Building Financial Security and Fulfillment as a Dentist
Instructors:
Matt Mulcock, CFP®
Ryan Isaac, CFP®
Financial Advisors at Dentist Advisors
Course Description:
How can you build both financial security and personal fulfillment as a dental professional? In this thoughtful and practical session, Matt Mulcock and Ryan Isaac from Dentist Advisors explore smart investing principles, long-term retirement planning, and the deeper purpose of wealth. Designed specifically for dentists, this session will help you align your financial goals with the life you truly want to lead—both now and in retirement.
Learning Objectives:
By the end of this course, participants will be able to:
Implement smart investment strategies tailored to dental professionals.
Plan effectively for a financially secure and flexible retirement.
Understand the emotional and psychological aspects of wealth building.
Align financial planning with personal values and long-term goals.
Make strategic decisions that support both business success and life fulfillment
CE Credits:
1 CE Hour
AGD Subject Codes:
-
552 – Effective Dental Business/Financial Management
-
770 – Self-Improvement
Teaching Method:
Recorded Lecture (Asynchronous Webinar)
ELEVATION ASSOCIATION
Nationally Approved PACE Program
Provider for FAGD/MAGD Credit.
Approval does not imply acceptance by
any regulatory authority of AGD endorsement.
09/01/2023 - 08/31/2027
Provider ID# 403329