Dental Division Director Eide Bailly, LLP Laguna Beach, California, United States
Disclosure(s):
Art Wiederman, CPA: No financial relationships to disclose
This program will cover what Dentists need to begin the process of establishing a financial plan that will help them and their families to meet their long-term financial goals. The course will use the speaker's "Golden Rules of Financial Planning" as an outline and will start with a 35,000-foot view of a Dentist's income and expenses both in the practice and personally, which allows the Dentist to determine if there are excess funds to meet goals. With this as a foundation the course will discuss several important areas of financial planning including tax planning, how to determine how much is needed for retirement, proper planning for life and disability insurance needs, college education planning, investment planning and estate planning. The goal of the course is to be a call to action for Dentists who want to set a path for meeting their personal financial goals.
Fee: October-December: $50 January-February: $70
Learning Objectives:
Understand the seven key areas needed to be addressed in a Dentist's personal financial plan.
Determine how much money a Dentist needs to save for retirement and evaluation of the three types of retirement plan vehicles best used to accomplish this goal.
Calculate whether the participant has enough disposable income after paying practice and personal expenses to meet their financial planning goals.
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