Live Webinar Details

Building a Resilient Financial Plan that Withstands Life’s Transitions

EARN 1.0 CE CREDITS

You’ve worked countless hours building a successful dental career while caring for your family. Now it’s time to ensure your financial plan is built on a rock-solid foundation, one with no room for cracks caused by challenges like student debt, market shifts, or unexpected life changes such as divorce, disability or death. This strong foundation will help you enjoy life today and prepare for tomorrow with confidence and peace of mind.

This webinar guides you through the three essential pillars of personal financial planning: education on unique financial realities of dentistry, goal-setting that aligns with your career and family priorities, and execution that creates real, lasting security. This session will help you strengthen your plan and move forward with greater confidence and clarity.

Objectives:
  1. Understand the three pillars of personal financial planning.
  2. Identify protection strategies for major life transitions.
  3. Build financial habits for ongoing plan resilience and optimization.
Special Guest(s):

Angie Svitak - CPA & Investment Advisor Representative at CWA

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