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In a Year of Uncertainty…Tools to Plan, Provide and Protect

November 5 @ 5:00 pm - 6:30 pm PST

Free – $35.00

Tickets

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November 5 @ 5PM - AGD Member
Free for AGD and Student AGD Members
$ 0.00
Unlimited
November 5 @ 5PM - Non-AGD Member
$ 35.00
Unlimited

Presented by:

  • Ben Duenwald, CEPA, CPFA, C(k)P®, CFP®, CRPC®, Wealth Management Advisor
  • Jacob Barnhart, CPFA, C(k)P®, Senior Financial Advisor
  • Brian Bray, CPA, Business Advisor, Dental Accounting Pros

CE Credit: 1.5 Hours

AGD Subject Code: 130 Electives

Event Date: November 5, 2020 @ 5 PM PT (Changed from October 22)

Course Description:

  • Going Beyond Investments
  • What steps are needed to Plan, Provide, and Protect your practice, family, retirement, and the most important things to you?
  • Cash Balance Plans: A retirement plan to reduce taxable income substantially
  • Intentional and Organized Planning
  • Practicing financial conservatism

VIRTUAL MEETING ACCESS:

This virtual meeting will be available in the Washington AGD Learning Portal.

Details

Date:
November 5
Time:
5:00 pm - 6:30 pm PST
Cost:
Free – $35.00
Event Category:

Organizer

Washington Academy of General Dentistry
Phone:
(206) 212-4969
Email:
info@washingtonagd.org
Website:
https://washingtonagd.org

The Washington AGD is a Approved PACE Program Provider for FAGD/MAGD credit. Approval does not imply acceptance by any regulatory authority or AGD endorsement. AGD-Washington, Nationally Approved From 6/1/2018 - 5/31/2024