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2016 AAO Webinar - Do I Have a Comprehensive Financial Plan?



Credits: None available.

A comprehensive approach to financial planning is very similar to a comprehensive approach to treatment planning a dental patient. Dr. Studley's specific background in both dentistry and the insurance/financial security industry gives him a unique perspective on the insurance and financial planning needs of dentists throughout a dentist's career - From Residency to Retirementâ„¢.

After this lecture you will be able to:

  • Discuss the necessary steps used to create a comprehensive financial plan;
  • Describe the benefits of a comprehensive financial plan.

Credits

  • 1.00 - CE