Building and Protecting Your Financial Future
Financial management doesn’t need to be difficult. Review key factors that help you understand financial planning and risk management so there are no surprises in your practice’s future.
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Session 1: Selecting Your Financial Advisor
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Session 2: Role of a Financial Advisor and the Financial Plan
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Session 3: Understanding Insurance Company Ratings and Types
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Session 4: Disability Income Insurance Basics
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Session 5: Malpractice Insurance Basics
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Session 6: Staging Yourself for Home and Practice Ownership
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Session 7: Practice Owner and Risk Management-Case Study
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Session 8: Installation and Evaluation of Retirement Plans-Case Study
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Building and Protecting Your Financial Future
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