Webinar: Advancing the Financial Wellness of Dentists

 

The number of women in dentistry is increasing and they continue to face unique financial challenges relative to their male counterparts. In this webinar, licensed advisors from CDSPI* discuss key financial strategies at different stages of women’s dental careers and offer advice on how to build and protect your wealth to achieve your goals.

 

Speakers:

  • Julie Berthiaume, Senior Insurance Advisor
  • Penny Hall, CFP®, Investment Planning Advisor

 

 

An Investment Planning Advisor can create a tailored financial plan that addresses your unique goals and concerns. Book a virtual meeting to get started.

 

*Investment Advisory services are provided by licensed advisors at CDSPI Advisory Services Inc. Restrictions may apply to advisory services in certain jurisdictions.