Presented by Mark Kleive, DDS, with Lee Ann Brady, DMD


The topic of wealth accumulation creates fear, confusion and/or frustration for many people - including dentists. These behaviors derail our short-term and long-term plans for a flourishing retirement. This webinar will identify and explore the 5 hurdles to wealth accumulation with simple ideas that will impact your future “nest egg”.
- Determine a savings rate to reach your ideal “nest egg”
- Begin to see the perils of “timing the market” and why it’s ineffective.
- Create a simple investment portfolio that meets your needs
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