BEGIN:VCALENDAR VERSION:2.0 PRODID:-//ChamberMaster//Event Calendar 2.0//EN METHOD:PUBLISH X-PUBLISHED-TTL:P1H REFRESH-INTERVAL:P1H CALSCALE:GREGORIAN BEGIN:VTIMEZONE TZID:America/Chicago BEGIN:DAYLIGHT RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU DTSTART:20070101T000000 TZOFFSETFROM:-0600 TZOFFSETTO:-0500 TZNAME:Central Daylight Time END:DAYLIGHT BEGIN:STANDARD RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU DTSTART:20070101T000000 TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:Central Standard Time END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Chicago:20260820T183000 DTEND;TZID=America/Chicago:20260820T193000 X-MICROSOFT-CDO-ALLDAYEVENT:FALSE SUMMARY:The 4 Foundations of Financial Health (and How to Apply Them to Your Income) DESCRIPTION:Date & Time: August 20\, 2026\, at 6:30 p.m. CT / 7:30 p.m. ETSpeakers: Matt Mulcock\, CFP Sponsored by AAWD Mentor Partner\, Dentist AdvisorsCEs: Earn 1 CEDescription:As a dentist\, you likely earn a good income\, but that doesn't always mean you feel organized\, confident\, or fully in control of your finances. It's common to wonder: Am I actually doing the right things with my money? In this session\, Matt Mulcock\, CFP from Dentist Advisors will walk through a clear\, practical framework to help you answer that question with confidence. You'll start by learning the four foundations of financial health (saving enough\, managing debt wisely\, spending with intention\, and maintaining the right level of liquidity to learn how you can quickly assess where you stand today. From there\, the focus will shift to your income: one of the most misunderstood financial areas for dentists. You'll learn how to think more accurately about what you earn\, including the key difference between your personal income and your practice's profitability. You'll gain clarity on where your money is actually going and whether it's aligned with what matters most to you. Matt will also cover how to approach saving across different accounts like 401(k)s\, IRAs\, Roth IRAs\, and brokerage accounts\, along with how to think through the decision to pay down debt versus invest. Finally\, you'll get a straightforward look at tax strategies that are practical and worth implementing. If you're looking for a more structured way to evaluate your finances and make smarter decisions with your income\, this session will give you a clearer path forward. Learning Objectives:Understand the four foundations of financial health and how to assess your current financial position Learn how to accurately calculate income and differentiate between personal income and practice profitability (EBITDA)Identify where your money is going and how to align spending with your priorities Evaluate saving strategies across retirement and investment accounts (401(k)\, IRA\, Roth IRA\, brokerage)Develop a framework for balancing debt repayment\, investing\, and tax-efficient decision-makingAbout Matt: Matt Mulcock\, CFP is a Managing Partner and Senior Financial Advisor at Dentist Advisors\, where he helps dentists make smarter financial decisions and build long-term financial confidence. He works with dental professionals across the country on investing\, practice ownership\, debt management\, and long-term financial planning. Matt is also a co-host of The Dentist Money Show\, one of the leading financial podcasts for dentists\, where he helps break down complex financial topics into practical insights. He began his career at Fidelity Investments and later joined Dentist Advisors in 2018\, where he plays a key role in the firm's advisor development and education initiatives. X-ALT-DESC;FMTTYPE=text/html:

Date &\; Time: August 20\, 2026\, at 6:30 p.m. CT / 7:30 p.m. ET

Speakers: \;Matt Mulcock\, CFP®\; Sponsored by AAWD Mentor Partner\, Dentist Advisors

CEs: Earn 1 CE

Description:

As a dentist\, you likely earn a good income\, but that doesn&rsquo\;t always mean you feel organized\, confident\, or fully in control of your finances. It&rsquo\;s common to wonder: Am I actually doing the right things with my money? \;

In this session\, Matt Mulcock\, CFP®\; from Dentist Advisors will walk through a clear\, practical framework to help you answer that question with confidence. \;

You&rsquo\;ll start by learning the four foundations of financial health (saving enough\, managing debt wisely\, spending with intention\, and maintaining the right level of liquidity to learn how you can quickly assess where you stand today. From there\, the focus will shift to your income: one of the most misunderstood financial areas for dentists. \;You&rsquo\;ll learn how to think more accurately about what you earn\, including the key difference between your personal income and your practice&rsquo\;s profitability. You&rsquo\;ll gain clarity on where your money is actually going and whether it&rsquo\;s aligned with what matters most to you. Matt will also cover how to approach saving across different accounts like 401(k)s\, IRAs\, Roth IRAs\, and brokerage accounts\, along with how to think through the decision to pay down debt versus invest. Finally\, you&rsquo\;ll get a straightforward look at tax strategies that are practical and worth implementing. \;

If you&rsquo\;re looking for a more structured way to evaluate your finances and make smarter decisions with your income\, this session will give you a clearer path forward. \;

Learning Objectives:

About Matt: \;

Matt Mulcock\, CFP®\; is a Managing Partner and Senior Financial Advisor at Dentist Advisors\, where he helps dentists make smarter financial decisions and build long-term financial confidence. He works with dental professionals across the country on investing\, practice ownership\, debt management\, and long-term financial planning. Matt is also a co-host of The Dentist Money Show\, one of the leading financial podcasts for dentists\, where he helps break down complex financial topics into practical insights. He began his career at Fidelity Investments and later joined Dentist Advisors in 2018\, where he plays a key role in the firm&rsquo\;s advisor development and education initiatives.


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