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Mid-Career Financial Planning Strategies

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A typical mid-career professional is in their forties or early fifties and likely has a decade or more to go before retirement. Are you investing wisely and balancing debt appropriately? Sure you can read articles online and gather information from many sources. But just as your patients look to you for your dental expertise, you should have your financial plan established by a professional who understands the big picture. Financial planning changes as your career progresses and it is important for you to develop a plan to meet your near-term and long-term goals.

We will share our insights on:

  • Establishing Your Foundation
  • Balancing Debt and Savings
  • Creating Your Risk Management Plan
  • Charitable Giving Strategies
  • First Steps in Estate Planning



Cost: Complimentary

Visit SVA.com/DentalSeries to view other webinars in the series.


Can't attend? Register anyway and we will send you the recorded webinar.

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