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CPA
California Board of Accountancy
Real Estate Broker
California Board of Real Estate
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About Arthur
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Description
Description\nFinancial and Tax Planning for Dentists: Dentists work as hard throughout their careers as most any professional. They must be technically competent and deal with all of the aspects of running a business which leaves little time for planning their financial future. This course will cover the six areas of financial planning all dentists need to address as part of a financial plan including cash flow and budgeting, income tax planning, retirement planning, insurance planning, college education planning, and estate planning. By gaining knowledge in the steps necessary to address all of these areas, dentists can own the tools to becoming financially independent. The speaker will also cover “Art’s Golden Rules” of financial planning and the ten biggest financial mistakes dentists make.
Learning Objectives
- Introduction to the six important areas of financial planning including cash flow and budgeting, income tax planning, retirement planning, insurance planning, college education planning, and estate planning -
- Showing how much money is needed in order to retire
- Outlining big picture rules for successful financial planning and outlining the biggest financial mistakes dentists make
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