tHE EDUCATED ASSOCIATE
Dental Wealth Blueprint
The Financial Education Event You Wish You’d Attended as a New Graduate
Event Details:
📅 January 9th, 2026 | 📍 Hampton Inn at Talking Stick, Scottsdale, Arizona
The Three Financial Pillars That Make-or-Break Dental Careers
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1.
Student Loan Strategy
🚫 Problem: Accepting default plans = $150K+ interest loss
✅ Solution: Customized loan plan to save 6 figures
2.
Tax Optimization & Business Structure
🚫 Problem: Missed deductions = overpaying taxes
✅ Solution: Save $10K+ annually with expert tax planning
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Magna fermentum iaculis eu non.
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3.
Investment & Wealth Building
🚫 Problem: Lost years, high-fee advisors, no action
✅ Solution: Manage your own investments + get $1,000 seed money to start
Strategic Partnerships That Amplify Your Success
We’ve partnered with the industry’s most trusted names so you receive dentist-specific, world-class financial education.
Student Loan Planner, LLC
-Pre-Event Online Session ($600 Value)
-Student loan strategy, optimization, forgiveness guidance
Edge Advisors, LLC – CPAs for Dentists
- Pre-Event Session ($300 Value)
- Tax strategy + deduction planning
- Entity structure optimization
Dentist Advisors – CFPs for Dentists
-Investment workshops
-Retirement and portfolio planning
-Risk assessment
What You’ll Walk Away With
1.
-Personalized student loan plan
-Tax savings of $10,000+/year
2.
-Confidence to self-manage investments
-$1,000 seed money to start investing
3.
- Roadmap to practice ownership
-Access to private Skool community
4.
-CE credits (2–3)
-A network of like-minded peers