When it comes to managing their wealth, doctors often don’t know where to turn for sound financial advice. Even before graduating dental school, most doctors have already had their first interaction with a “financial expert” looking to help them. This course will guide you through the principles of slashing taxes, increasing your savings, and using data and academia to understand investing returns. By the completion of this course, you will be able to:

  • Recall tax efficient investing techniques
  • Describe how to reduce your taxes with Roth IRA conversions
  • Discuss market pricing
  • Explain drivers of investment returns
  • Identify the principles of Dollar Cost Averaging
  • Apply strategies to increase tax-deductible retirement plan contributions
  • Implement techniques to practice smart diversification
  • Use proven approaches to minimize fees and expenses
  • Manage emotions and avoid market timing


Coronavirus Resource Center for Dentists and Specialists

Articles, updates, and resources to help you successfully navigate the impact of COVID-19 on your dental or specialty practice and personal finances.

Go To COVID-19 Resources