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Practice Management: Essential Insurance, Investment, and Planning Strategies for Prosthodontists
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.

Aug 6, 2020 04:00 PM in Central Time (US and Canada)

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Speakers

Joshua Miller
@Treloar & Heisel
Joshua (“Josh”) Miller came to Treloar & Heisel Wealth Management with a background rich in all aspects of finance. When he joined our team in 2015, he had most recently worked for a large national bank. Josh is responsible for leading business development at Treloar & Heisel Wealth Management. He has extensive experience working with high net-worth families on comprehensive financial planning. Josh earned an Accredited Investment Fiduciary® designation and is a member of the Financial Planning Association (FPA). “The specialist and general dentistry space allow us to offer a twist to traditional financial advising,” Josh explains. “I really enjoy watching our clients grow into their careers, their practices, their families, and to see them grow financially.” A graduate of Duquesne University in Pittsburgh, Josh obtained his bachelor’s degree in finance, investment management and legal studies.