Is Your Financial Advisor Up to the Task – Webclass


Is Your Financial Advisor Up to the Task?

The Dentist's Guide to Financial Freedom Without Wall Street

Friday, Sept 1st at 12 pm Central

Dr David Phelps has been featured in

What We'll Cover on the Webclass

The era of declining interest rates and cheap money is over. The cost of capital is changing the landscape on everything from commercial real estate to private equity DSO buyouts. This is not a time to be complacent or believe we will soon "return to normal."

This is THE TIME for you to take control of your financial future and become educated. To the extent you know what questions need to be asked, even if your own advisors don't know what to ask, you will be that much more prepared. (Asking the right questions is over half the battle - but how can you do that if you have no knowledge base)?

Join Dr. David Phelps in this live training to evaluate your current investment strategy and explore an alternative investment blueprint that does not rely on Wall Street and traditional financial advisors.

Is Your Financial Advisor Up to the Task?

Are they prepared to walk you through higher interest rates, inflation, recession, and volatile stock market?

Have they lived through and navigated economic conditions like we have today? (Not if they're under age 65).

Can they adequately advise you with potential practice transitions amidst the DSO fallout?

Friday, Sept 1st at 12 pm Central

This training will be especially relevant for anyone, considering a practice sale in the coming years. Once you have captured the equity from your business/practice, how are you going to keep that equity working for you, offsetting, inflation, and market volatility, dynamics?

One problem solved (practice sale), a new one emerges (managing that equity). Do you trust that equity to Wall Street? There's no turning back once you take your equity off the table. It's a new responsibility that you have not trained for. Now is the time to begin to educate your self, and develop the financial acumen needed to steward the responsibility of that equity when the time comes.

About your host

Meet Dr David Phelps


David owned and managed a private practice dental office for over twenty-one years before his daughter’s health crisis served as a dramatic wakeup call in his life. David’s “Plan B” (a portfolio of cash-flow producing real estate assets) gave him the Freedom to sell his practice mid-career and focus 100% on what matters most to him. Today, he is the founder and CEO of the Freedom Founders Group. 

© Copyright Freedom Founders.  All Rights Reserved.

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