Building a Resilient Financial Plan that Withstands Life’s Transitions

Alicia · June 23, 2026

with Special Guest Speaker: Angie Svitak, CPA

Recorded on June 23rd, 2026

1.0 CE Credit

AGD PACE Subject Code: 550 – Practice Management and Human Relations


Course Description: You’ve worked countless hours building a successful dental career while caring for your family. Now it’s time to ensure your financial plan is built on a rock-solid foundation, one with no room for cracks caused by challenges like student debt, market shifts, or unexpected life changes such as divorce, disability or death. This strong foundation will help you enjoy life today and prepare for tomorrow with confidence and peace of mind.

This webinar guides you through the three essential pillars of personal financial planning: education on unique financial realities of dentistry, goal-setting that aligns with your career and family priorities, and execution that creates real, lasting security. This session will help you strengthen your plan and move forward with greater confidence and clarity.

Course Objectives:
1. Understand the three pillars of personal financial planning.
2. Identify protection strategies for major life transitions.
3. Build financial habits for ongoing plan resilience and optimization.

Course Expiration: June 23, 2029

Cancellation/Refund Policy: There are no refunds given for this event

ALL Mommy Dentists in Business webinars are FREE to official Mommy Dentists in Business paid members, and will have various prices depending on the CE credit for unpaid members.

Please visit www.mommydibs.com if you are interested in signing up for membership! Please visit our website to see the other benefits our members receive! #mdibmembership

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Did you know we have a Mommy Dentists in Business podcast? Dr. Grace Yum interviews a variety of experts talking on all sorts of topics! You can find our multiple seasons of the podcast on:

Apple Podcasts: https://podcasts.apple.com/us/podcast/mommy-dentists-in-business/id1316885704
Spotify: https://open.spotify.com/show/2d1jXaUCoGTLGXRKXReRhC?si=muKaB_aJRyiVxB8ufobmNw&nd=1&dlsi=1bea3cc2ffdf42c7​​
iHeart Radio: https://www.iheart.com/podcast/263-mommy-dentists-in-business-29945477/

About Instructor

Alicia

170 Courses

+6 enrolled
Not Enrolled
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Course Includes

  • 2 Lessons
  • 1 Quiz
  • Course Certificate