BEGIN:VCALENDAR VERSION:2.0 METHOD:PUBLISH PRODID:-//Telerik Inc.//Sitefinity CMS 14.4//EN BEGIN:VTIMEZONE TZID:Pacific Standard Time BEGIN:STANDARD DTSTART:20251102T020000 RRULE:FREQ=YEARLY;BYDAY=1SU;BYHOUR=2;BYMINUTE=0;BYMONTH=11 TZNAME:Pacific Standard Time TZOFFSETFROM:-0700 TZOFFSETTO:-0800 END:STANDARD BEGIN:DAYLIGHT DTSTART:20250301T020000 RRULE:FREQ=YEARLY;BYDAY=2SU;BYHOUR=2;BYMINUTE=0;BYMONTH=3 TZNAME:Pacific Daylight Time TZOFFSETFROM:-0800 TZOFFSETTO:-0700 END:DAYLIGHT END:VTIMEZONE BEGIN:VEVENT DESCRIPTION:Student Debt\, Tax Strategies\, Retirement\, and InvestmentsDat e: Tuesday\, October 28\, 2025Time: 6:30 pm – 8:30 pmLocation: WebinarCEUs : 2Financial strategies and techniques designed for a wide audience of den tists. For the general dentist to the dental specialist. For dental stude nts\, associates\, and practice owners. Content is designed to be helpful for all ages\, career stages\, and various income levels.Basics of student loans for dentists.Basics of Personal Retirement Plan vehicles for dentis ts.Basics of Practice Owner Retirement Plan vehicles for dentists.Tax dive rsification\, Roth Conversions\, and minimizing your lifetime tax bill.Bas ics of Asset Allocation and Investing.Importance of Asset Location for min imizing taxation.Course Objectives:Dentists will be left with an understan ding of student loan payment and student loan forgiveness options.Tax adva ntaged savings vehicles generally used by dentists.Basic concepts for plan ning for retirement unique to dentists.Tax advantaged vehicles available t o dentist practice owners.Several tax strategies including Roth conversion s\, tax diversification\, minimizing taxes within investments\, and asset location.Basics of asset allocation and investing unique to dentists.Bio:W ith over 16 years of financial planning experience\, Josh has worked on mo re than 500 doctor’s financial plans. Josh works at MD Financial where he serves dentist and physicians across the country. He is both a financial advisor as well as a portfolio manager.He is author of the new book "The Successful Young Doctor" which was released summer of 2024. When he is not working Josh enjoys skiing\, getting on the lakes\, mountain biking\, and hanging out with his wife Rayna\, and their two children. Register Here Brought to you by our partners at: DTEND:20251029T033000Z DTSTAMP:20260308T042421Z DTSTART:20251029T013000Z LOCATION: SEQUENCE:0 SUMMARY:Smart Money Moves for Dentists UID:RFCALITEM639085406617764358 X-ALT-DESC;FMTTYPE=text/html:

Student Debt\, Tax Strategies\, Retirement \, and Investments

Date: Tuesday\, October 28\, 20 25
Time: 6:30 pm – 8:30 pm
Location: Webinar
CEUs: 2

Financial strategies and tech niques designed for a wide audience of dentists. \; For the general de ntist to the dental specialist. For dental students\, associates\, and pra ctice owners. Content is designed to be helpful for all ages\, career stag es\, and various income levels.

  1. Basics of student loans for den tists.
  2. Basics of Personal Retirement Plan vehicles for dentists.
  3. Basics of Practice Owner Retirement Plan vehicles for dentists.
  4. Tax diversification\, Roth Conversions\, and minimizing your lifetime tax bill.
  5. Basics of Asset Allocation and Investing.
  6. Impor tance of Asset Location for minimizing taxation.

Cours e Objectives:

Bio:

With over 16 years of financial planning experience\, Josh has worked on more t han 500 doctor’s financial plans. \; Josh works at MD Financial where he serves dentist and physicians across the country. \; He is both a f inancial advisor as well as a portfolio manager.

He is author of the new book "The Successful Young Doctor" which was released summer of 202 4.

When he is not working Josh enjoys skiing\, getting on the lakes \, mountain biking\, and hanging out with his wife Rayna\, and their two c hildren.

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Register Here

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Brought to you by our partners at:

MD Financi al. The Personal CFO for Busy Doctors

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