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Rethinking your Money Goals for 2024
January 25 @ 8:30 pm – 9:30 pm EST
By now we’ve all looked at what goals we’ve set for the new year at least once. But why are keeping goals so hard? Join Matt and Taylor as they talk about better ways to structure your financial goals. They’ll even discuss scrapping the idea of goals altogether!
YOU’LL LEARN:
The limitations of goals and why they aren’t the only way to be successful
Why goals can put you in a box and make you feel like you’re failing
A better way to think about success, setbacks, and self-improvement
Improving your money mindset in 2024
Who Should Attend?
Practice owners, associates, and students
Presenters
Matt Mulcock, CFP®, Dentist Advisors
Matt is CEO at Dentist Advisors and co-host of the Dentist Money™ Show.
Taylor Sutterfield, MAcc, CFP®, Dentist Advisors
As a a financial advisor at Dentist Advisors, Taylor provides dentists with fiduciary guidance related to investments, debt, savings, taxes, and insurance.
This activity has been planned and implemented in accordance with the standards of the Academy of General Dentistry Program Approval for Continuing Education (PACE) through the joint program provider approval of CE Zoom and Dentist Advisors. CE Zoom is approved for awarding FAGD/MAGD credit.
Course Contact: sthuti.patel@dentistadvisors.com
