It's been a year of tremendous change. Looking at the list of top stressors, we've all experienced quite a few this year, and PANDEMIC wasn't even on the original list.
In this 2-hour workshop, Sharon will walk attendees through a personal and practice financial check-up, specifically related to the changes we've experienced in 2020 - both the positives and the challenges.
On the personal side, we'll talk about changes and to-dos in the areas of income, taxes, debt and investments, the financial implications of kids at home, and the non-COVID changes that are affecting your financial life (Secure Act of 2020). We'll also address changes in the practice, including cash flow, the implications of PPP, EIDL, HHS, FFCRA and practice valuations and the future of retirement.
We'll move quickly, covering a lot of topics, and you will leave knowing where you stand financially, with action steps for where to go from here. Registrants will receive suggestions for documents to have handy during the webinar, a workbook will be provided.
This course is open to all dental team members.
Sharon Weaver, CFP®, AWMA®, has been a Certified Financial Planner for 25 years. She owns Mission Financial Planning, Inc. specializing in advice-only fiduciary financial planning for dentists and specialty practice owners. Sharon works with dentists in 33 states.