This course will provide an overview of common personal insurance, business insurance, qualified investment accounts and non-qualified investment accounts for today’s Pediatric Dentist. The two main areas of concentration will provide insight into the flexibility of retirement plan design and a comprehensive review of a hypothetical financial plan. Presented by Shawn Johnson, ChFC, CLU, CLTC.

Learning Objectives: 

• Identify personal and business insurance policies important to risk management protection for today’s Pediatric Dentist.
• Discuss qualified and non-qualified investment accounts available to create wealth.
• Understand the importance of setting goals, implementing strategies, and following a well-designed process to reach financial independence.