Transform Your Dental Career
Events That Make a Difference
Practical financial education designed by dentists for dentists
THE EDUCATED ASSOCIATE Presents
Dental Wealth Blueprint
The financial education event that I wish I had access to as a new grad
Event Details:
📅 January 9th, 2026 | 📍 Hampton Inn at Talking Stick, Scottsdale, Arizona
Dentist Wealth Blueprint
Dental school taught you to fix teeth. It does very little to teach you how to:
Manage student loans
Plan for taxes
Provide personalized financial plans
That’s why we created the “Dentist Wealth Blueprint,” an all-encompassing personal student loan, tax, and finance strategy meant for dental students and newly graduated docs who want to get ahead financially. If a personalized loan, tax and investing strategy sounds good to you then book a free strategy call using the link below!
Why you should attend
- Addresses the three financial pillars that hold most dentists back
- Designed specifically for new dental graduates
- Led by a practicing dentist
- 2-3 continuing education credits included
- Long-term relationships with trusted partners
- Personalized student loan Advice.
- Personalized for strategy.
- Personalized Investing or debt deduction Strategy.
- Confidence to get started from day 1.
Why you should attend
- Addresses the three financial pillars that hold most dentists back (Student, Taxes and Investing).
- Designed specifically for new dental graduates
- Led by a practicing dentist
- 2-3 continuing education credits included
- Long-term relationships with trusted partners
- Personalized student loan advice.
- Personalized for strategy.
- Personalized Investing or debt deduction strategy.
- Confidence to get started from day 1.
Who Should Attend
- 1) Are you a new grad or someone less than 5 years out of school?
- 2) Are you determined to take control of your finances but don’t know where to start?
- 3) Are you scared of your student loans or have no clue how much you owe on your student loans?
- 4) Have no idea how much your paying in taxes but know its probably way too much?
If you answered yes to a single question above then this event it perfect for you. We are limiting the size to 12 attendees to guarantee you a personalized experience. Don’t miss out on this excellent opportunity and register by October 31st 2025 to secure the cheapest price and start your journey to financial freedom!
-
Pre-Event Online Sessions
Student Loan Strategy Session (Student Loan Planner) ($600 value)
Tax Review (Edge Advisors) ($300 value)
Budget Busting Session - 1 hour deep dive on your expenses with Dr. Schick ($100 value) -
In-Person Event Day
-Tax planning session with a Certified Public Accountant ($250)
-Financial literacy sessions with Certified Financial Planners ($250)
-Investing workshops: 401ks, Roth IRAs, brokerage, crypto ($100)
-Networking with fellow dental professionals (Priceless)
-Social event at TopGolf All meals & refreshments included (Priceless) -
Post-Event Support
-Access to private Skool community for ongoing guidance ($300/year value for free)
-$1,000 seed money to start your investments (Depending on package purchased).
-Personalized action plan for your financial future
-Connections to trusted Certified Financial Planners and Certified Public Accountants.
Your Complete Experience Includes
This isn’t another generic financial seminar — it’s dentist-specific education created by a practicing dentist who understands your challenges.
4 Financial Pillars That Make or Break Dental Careers
1.
Student Loan Strategy
🚫 Problem: Too scared to even check your student loan balance, let alone have a plan.
✅ Solution: Personalized plan that will save you money and lower your anxiety about these loans
2.
Tax Optimization & Business Structure
🚫 Problem: Missed deductions = overpaying taxes
✅ Solution: Save $10K+ annually with personalized tax planning
3.
Investment & Wealth Building
🚫 Problem: Analysis paralysis leading to inaction and lost gains, or high adviser fees eating away at your returns
✅ Solution: Learn how to manage your investment
4.
The Educated Associate
🚫 Problem: Too much financial noise.
✅Solution: Strategies tailored to associate dentists from an associate dentist himself
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 ($250 Value)
- Retirement and portfolio planning($250 Value)
- Risk assessment
What You’ll Walk Away With
1.
Possible student loan savings of $100k+
2.
-Confidence to start and self-manage your investments depending on package purchased $1,000 seed money to start investing
3.
Possible tax savings of $5,000 per year or more
4. Bonuses:
-TopGolf Event
-Access to a private Skool community
