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