JBJ INVEST Financial Workshop Topics:
Discuss strategies for managing various types of debt beginning with the prioritization of your finances.
PRACTICE MANAGEMENT + COMPANY RETIREMENT PLANS
Examine the variety of options available to dentists when it comes to retirement plans and how to select the right plan type for a practice.
BUILDING A LONG TERM INVESTMENT STRATEGY
Discuss the development of a unique financial strategy and investment mix that reflects your long-term financial goals.
RETIREMENT PLANNING FOR PRACTICING DENTISTS
Plan for the retirement of your dreams. Holistic financial guidance for practicing dentists with topics ranging from "Make the Most of Tax-Advantaged Retirement Accounts" to"Roth Conversions 101."
PRACTICE TRANSITION PLANNING
Examine the practice transition process from start to finish, beginning with the evaluation of your financial position to determine whether or not you are in a position to transition your practice.
Manage your nest egg with expertise by transforming your retirement savings into a stream of income for life.
ESTATE PLANNING + ASSET TRANSFER
Thoughtful discussion on a variety of asset transfer strategies with a focus on the multigenerational transfer of wealth and charitable giving.
"As a dentist myself, I know your priorities are your patients and clients, your business, and your life. Dealing with investing and retirement planning easily becomes a ‘do it tomorrow’ thing. That’s why we only ask for a small investment of your time to help you make a successful investment of your money."
- James B. Jackson DDS CFP, founder of JBJ Invest
JBJ INVEST is an independent financial planning & Retirement Investment Advisory (RIA) firm in Charleston, SC. At JBJ INVEST, we assist dentists, physicians, and small business owners in managing their finances to achieve their short-term and long-term financial goals.
ASSETS UNDER MANAGEMENT (as of 7/31/16): Firm Wide, $427M