With the ultimate goal of financial independence in mind, attendees will learn key risk management tools important for personal and professional protection. We will also discuss the importance of establishing financial goals, following a formal plan and understanding investor behavior with regards to investment volatility.
• Identify personal and business insurance policies important to risk management protection for today’s prosthodontist.
• Discuss investment risk tolerance and its role in portfolio design as well as qualified and non-qualified investment accounts available to create wealth.
• Summarize the importance of setting goals, implementing strategies, and following a well-designed plan to reach financial independence.