This course will provide insight into wealth-building opportunities and important risk management strategies for today’s Pediatric dentist. An overview of investment options will be discussed to include Private Equity (PE) investing after a practice sale, or investing in PE as an associate Dentist, lump sum investing vs. dollar cost averaging, as well as the importance of investment portfolio design to build wealth within the context of a comprehensive financial plan. A summary of qualified and non-qualified investment account types will be provided, with a discussion on tax-efficient investing and alternative investment strategies. A comprehensive hypothetical financial plan will be reviewed to help understand additional considerations that need to be addressed in the planning process to promote success.
Learning Objectives:
Understand the opportunities and challenges involved with building wealth from an affluent career in pediatric dentistry
Discuss practice ownership as an asset, investing in PE after a practice sale or while an associate, and strategies to build wealth regardless of your equity position
Identify qualified and non-qualified investment accounts available to create wealth
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