Description
with Special Guest Speaker: Angie Svitak, CPA
Recorded on June 23rd, 2026
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.
Learning 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.
1.0 CEU
AGD PACE Subject Code: 550 – Practice Management and Human Relations
Course Expiration: June 23, 2029
Cancellation/Refund Policy: There are no refunds given for this event
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