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Description
with Special Guest Speaker: Matt Mulcock, CFP®
Recorded on February 4th, 2025
Course Description: Taking the first step in your personal finances can be overwhelming. But it doesn’t have to be. If you want a step-by-step investment strategy or want to check in on your investment decisions, join Matt Mulcock, CFP® of Dentist Advisors. He’ll simplify investment fundamentals and provide actionable steps to help you choose investment opportunities.
Learning Objectives:
You’ll learn:
1) Investment strategies to prioritize
2) How to effectively organize your finances and prioritize cash flow
3) Which financial indicators are important to track throughout your career
4) How to confidently navigate investment decisions without feeling overwhelmed
1.0 CEU
AGD PACE Subject Code: 770- Self Improvement
Course Expiration: February 4, 2028
Cancellation/Refund Policy: There are no refunds given for this event
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