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The Dentist’s Financial Playbook: Strategies to Create, Manage and Distribute Wealth
Published by Pennsylvania Academy of General Dentistry and Oregon Academy Of General Dentistry



Summary
Eric Ousley from Buckingham will introduce the ten strategies and discuss two of them in detail. The goal of this presentation will be to help participants think about these wealth creation strategies in a different light, with a focus on education. Time will be reserved for questions and Eric's contact information will be provided for anyone with additional questions or who would like to discuss things further.

Approved PACE Program Provider FAGD/MAGD Credit Approval does not imply acceptance by a state or provincial board of dentistry or AGD endorsement (6/1/2018 to 5/31/2021). The PAGD is an ADA/CERP recognized provider, and accepted program provider for FAGD/MAGD credit.

Presenters
Eric Ousley
As a wealth advisor, Eric Ousley specializes in providing comprehensive wealth management and investment planning solutions to ensure clients are on track to reach the goals most important to them. His duties include implementing and monitoring tax-efficient investment strategies, planning for education and retirement, estate planning and philanthropic giving.
Originally Published
August 31, 2018

Program Titles and Supporting Materials
This program contains the following components:
  1. The Dentist’s Financial Playbook: Strategies to Create, Manage and Distribute Wealth - Video

How To Attend
Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

Credit
If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

 Click on jurisdiction for specific details  


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