Sep 23, 2026 | Events, Physicians/Dentist, Topics, Upcoming Events
In-Person ROSEMAN UNIVERSITYCOLLEGE OF DENTAL MEDICINE PLEASE JOIN US FOR THIS EXCLUSIVE D4 DINNER N’ LEARN EVENT Why You Should Attend This complimentary dinner event is exclusively for 4th Year Dental Students where they can ask any financial questions they...
Jul 14, 2026 | Events, Physicians/Dentist, Topics, Upcoming Events
In-Person Las Vegas Dental Study Club LAUNCH EVENT!: Maximizing Practice Profitability: Strategies to Increase Revenue Without Adding More Patients Join an exclusive group of local dentists for an evening of networking, collaboration, and practical insight designed...
Feb 19, 2026 | Blogs, Financial Planning, Physicians/Dentist
These five steps will help you toward a safe, secure, and fun retirement Retirement planning is a multistep process that evolves over time. To have a comfortable, secure—and fun—retirement, you need to build the financial cushion that will fund it all. The fun part is...
Jan 22, 2026 | Blogs, Financial Planning, Physicians/Dentist
If you are a new physician or dentist, you may be overwhelmed by the number of financial decisions you need to make as you start your career. Physicians and dentists are unique as their income jumps significantly in a short period of time, and they are bombarded with...
May 30, 2024 | Disability Insurance, Physicians/Dentist
Disability Insurance Awareness Month: Why It’s Crucial for Dentists and Physicians At Strategic Wealth Design, we understand the unique financial needs of dentists and physicians. As financial planners, we specialize in providing tailored financial planning...
Jul 1, 2022 | Blogs, Financial Planning, Physicians/Dentist
Student loans. When you hear that phrase, what’s the first thought that comes to your mind? The student loan crisis in our nation has been constantly and rapidly evolving. These increasingly high rates can cause stress, worry, and frustration for many...