May

An Online Workshop to Help You Secure and Grow Your Wealth in a Post-COVID Economy 

 
ACCESS THE RECORDINGS

This event is for dentists who qualify as Accredited Investors. Discover if you qualify here...

Create a Plan B to navigate and profit during increased turbulence

In the future, your wealth will need to work hard enough to weather the storms of plunging markets and “black swan” events. Your hard-earned investments must also produce sustainable, predictable cash flow that can be relied upon when you are no longer receiving active income from your practice. Do you have a plan? 

  • Protect your investments from market volatility.
  • Retire without relying on a windfall practice sale.
  • Create alternative income outside your practice.
  • Bounce back quickly and make up for recent losses.
  • Preserve freedom, security and peace of mind for you and your family.

2 Additional Bonuses When You Register Right Now

  • Bonus #1: Access a private MEMBERS ONLY 80-minute training on real estate Syndication deals - hosted by David and two of his top advisors.
  • Bonus #2: Get a FREE 12-month subscription to David’s newsletter, delivered to your mailbox each month. ($297 value!) 
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ACCESS THE RECORDINGS

Join David for this Virtual Event on May 9th, 2020

What Other Dentists Are Saying About David's Blueprint During This Market Cycle......

“Watching the panic now, and the people who lost 30% or more of their assets in 2 weeks… that’s where I used to be. Not anymore. Now I sleep really well at night.

- Dr. Jim Rachor (Dentist, Michigan)

I lived through the crash in 2008. Now I can’t say enough about not having to worry about the stock market… My money is in my control and continuing to earn 8% - 12% on a regular basis, or sometimes more.”

- Dr. Brian Balda (Dentist, Illinois)

"Joining Freedom Founders opened my eyes to another pathway… an alternative approach. I’ve gotten completely out of the stock market and this is the first time I’m not freaking out, honestly, that we’re having a crash right now."

- Dr. Andrew Lasley (Orthodontist, Washington)

"When you get out of the stock market, you sleep much better at night. It’s much better to know you’re in control. It’s never too late to come check it out. Talk to all of us who have been there and done that”

- Dr. John Mark Weaver (Orthodontist, Texas)

"Prior to joining Freedom Founders we had substantial holdings in the stock market.We have redeployed our capital into alternative investments. We’re very pleased to be limited in our exposure to the stock market because this crash would have been devastating.”

- Dr. Ben Jensen (Dentist, South Dakota)

David has been talking about this type of ‘Black Swan’ event for quite a while. When you have a leader like David, it gives you a great sense of calm, and a path forward. Our principal is still secure. We’re sitting beautifully.” 

- Dr. Greg Linney (Dentist, Texas)

What Industry Leaders are Saying About Freedom Founders... 

"It's so awesome what David has put together, dentists networking together to balance life, practice, and wealth-building goals!"

- Dr. Scott Leune 

(CEO - Dental Whale)

"David - thanks for who you are and how you show up for this group!"

- Garrett Gunderson 

(CEO - Wealth Factory)


"David is leading the charge of Orthos, Dentists and Doctors building wealth and Feedom outside their practice."

- Dr. Dustin Burleson 

(Founder - Burleson Smiles)

Freedom Founders has changed our lives, giving us more direction, a step-by-step process, with safety and reassurance along the way.”

- Dr. Ed Conzatti Elite Freedom Founders Member 

"I’ll never forget my first meeting with Freedom Founders. It was mind-blowing… like drinking from a firehose. It’s so refreshing to be in a room with like-minded people."

- Dr. Raj Dhamrait

WHAT WE'LL COVER IN THIS WORKSHOP

1) How To Survive and Thrive in the New Economy

  • Create a strategy to protect your wealth from unexpected market turbulence.
  • Learn how to spot wealth-building opportunities that are created by the restructuring of our economy.
  • Navigate the tough decisions surrounding your practice.
  • Key strategies to rebound quickly from this crisis and make up for lost time.  

2) The Fundamentals of Passive Income  

  • How to get lean and mean and “recession-proof” yourself and your investments 
  • Where to find or create more capital to invest now.  
  • How to conduct rigorous due diligence to select the RIGHT strategic wealth-building partners and advisors. 
  • Preparing for big market shifts in 2020 - offensive and defensive measures. 
  • Case studies of real practitioners replacing active income with passive investment cash flow.  
  • How to strategically balance building your practice vs an investment portfolio. 
  • Keys to mitigating the risk of losing principal in a market downturn (and how to position yourself for massive gains instead!)

3) How to Take Part In the Next Great Wealth Transfer

  • Learn how wealth changes hands in a recession, and how you can position yourself to win.
  • Stop fighting for incremental growth - Make your money work harder for you to create compound growth and acceleration!
  • Discover the “Freedom Curve” and why you don’t have to run on the hamster wheel until you’re 70 like many of your colleagues will!

This event is for dentists who qualify as Accredited Investors. Discover if you qualify here...?

"We lost $2.2M in the stock market overnight..."

We met on Vail mountain, and managed to spend 90% of our weekends in the mountains. It was a great family time. It created a bond that will never be broken. “I have always been bad at investing. I found out that I had lost $2.2M and the same day that my youngest son, Alex was admitted to Dartmouth…” Which was the school that he had set his heart on attending. And I had to come home and look at MJ and look at Alex dancing around the kitchen and I had this huge sinking feeling in my stomach. Scary. I first visited Freedom Founders, I listened to David and I listened to other people in the room, I said to myself, this makes sense. People were very welcoming. I wanted to be part of the community. I figured: “I've lost more money than this going down the wrong road, so let's give it a shot.” I fully believe that you can't figure out things entirely by yourself in this life. You need to bounce things off others: A friend or an adviser, and David became both that day. We took those steps home and we did them one by one. We checked them off and we're achieving what we set out to achieve. So I'm going to go out and we're going to ski and we're going to bike and we're going to hike and we're going to go places. We hope that with the transition and having more free time, we can take some bigger trips. We’re able to do this because we are relatively young. The average dentist now is retiring at age 68 and I'm going to be able to do it with MJ while she's still able to do it as well. I want our kids to know that we enjoyed life. We worked hard and we were a team together. I want to enjoy my family, my friends. I want to enjoy this world. I want to enjoy being with MJ and doing things together. The idea of doing good works and of being part of the world at large is important.

Dr. Merril & MJ Rowe

How Merril & MJ recovered from massive setbacks to achieve Freedom well before the retirement average...

"Having cash flow has created enormous freedom for us..."

We started out with three operatories in 800 square feet, and within the first year, grew to two full-time hygienists.  

Our early years were lean. One time my car broke down - we had to walk to our date at the restaurant on Sondra's birthday... in the rain. Moments like that, which were humbling and so difficult at the time, are precious now. They were lean years, but they were spectacular. That's what makes our marriage strong.  

Fast forward a few decades - I wasn't happy practicing dentistry. My options for the sale of my practice were limited. In my town, a lot of dentists walk away from their practice with no hope that it will be part of their retirement plan. When you get in that kind of a dark place, it's easy to let yourself become depressed.  

We're financially conservative, but I had always been looking for a way to replace my earned income with something more passive. Something clicked when we came to Freedom Founders.  

Within 18 months of joining, my perspective on just about everything was different. Our investment portfolio has changed 180 degrees, because we're focused on investing for passive income.  

Having cash flow has created enormous freedom for us.  

I've gone down to three days a week, and I enjoy going to work more than ever - yet having the extra time has changed my perspective. When I was on the hamster wheel, it felt daunting. But when I can see that there's light at the end of the tunnel, I have hope.  

Freedom of time, particularly in this season in the life of our children, is huge. They're the most important thing in our life. Those are just times that you never get back, and we don't want to miss them."  

Dr. Ben & Sondra Jensen

How Ben and Sondra created more time to invest in the lives of their kids!

Dr. Ben & Sondra Jensen

"Having cash flow has created enormous freedom for us..."

We started out with three operatories in 800 square feet, and within the first year, grew to two full-time hygienists.  

Our early years were lean. One time my car broke down - we had to walk to our date at the restaurant on Sondra's birthday... in the rain. Moments like that, which were humbling and so difficult at the time, are precious now. They were lean years, but they were spectacular. That's what makes our marriage strong.  

Fast forward a few decades - I wasn't happy practicing dentistry. My options for the sale of my practice were limited. In my town, a lot of dentists walk away from their practice with no hope that it will be part of their retirement plan. When you get in that kind of a dark place, it's easy to let yourself become depressed.  

We're financially conservative, but I had always been looking for a way to replace my earned income with something more passive. Something clicked when we came to Freedom Founders.  

Within 18 months of joining, my perspective on just about everything was different. Our investment portfolio has changed 180 degrees, because we're focused on investing for passive income.  

Having cash flow has created enormous freedom for us.  

I've gone down to three days a week, and I enjoy going to work more than ever - yet having the extra time has changed my perspective. When I was on the hamster wheel, it felt daunting. But when I can see that there's light at the end of the tunnel, I have hope.  

Freedom of time, particularly in this season in the life of our children, is huge. They're the most important thing in our life. Those are just times that you never get back, and we don't want to miss them."  

Dr. Raj Dhamrait

"I could see the value in real estate, but I didn't have enough confidence to engage in anything..."

Most of us find that in our communities, even though we might be friends with dentists, they're not too open to exchanging ideas or doing a deep dive into their own financial situation. A lot of times, our dental friends back home have barriers. 

I've always wanted to have a plan B. Maybe it's because I'm a Capricorn, who always wants security. I had no debt, and I had saved a lot of money. I could see the value in being in real estate, but I didn't have enough confidence to engage in anything. 

I'll never forget my first meeting - It was mind blowing. I took a ton of notes. Now I've been a part of Freedom Founders for four and a half years; I didn't know that I was missing. It’s so refreshing to be in a room of like-minded dentists who sincerely want to help you.  

To me, freedom means being able to make choices. I started to achieve freedom a few years ago, and it changed my whole attitude towards practicing. When I knew I didn't "have to", my stress levels declined. I have my 30th dental school reunion coming up in a month... 

"...and I find myself reverting back to the attitude that I had when I was younger, when I worked hard but had a carefree attitude."

Raj is free to invest back into his community and live life on his terms.

Dr. Raj Dhamrait

"I could see the value in real estate, but I didn't have enough confidence to engage in anything..."

Most of us find that in our communities, even though we might be friends with dentists, they're not too open to exchanging ideas or doing a deep dive into their own financial situation. A lot of times, our dental friends back home have barriers. 

I've always wanted to have a plan B. Maybe it's because I'm a Capricorn, who always wants security. I had no debt, and I had saved a lot of money. I could see the value in being in real estate, but I didn't have enough confidence to engage in anything. 

I'll never forget my first meeting - It was mind blowing. I took a ton of notes. Now I've been a part of Freedom Founders for four and a half years; I didn't know that I was missing. It’s so refreshing to be in a room of like-minded dentists who sincerely want to help you.  

To me, freedom means being able to make choices. I started to achieve freedom a few years ago, and it changed my whole attitude towards practicing. When I knew I didn't "have to", my stress levels declined. I have my 30th dental school reunion coming up in a month... 

"...and I find myself reverting back to the attitude that I had when I was younger, when I worked hard but had a carefree attitude."

“I lost over $1.1M overnight in the stock market crash...”

I had built a successful practice in Saginaw, MI through hard work. It demanded everything I had. For so long my mind was cluttered with stress, problems, and worry. I had little time to read, listen and absorb the world outside of the business of dentistry. I built an investment portfolio on Wall Street and in commercial real estate. The traditional model seemed to be working. I was nearing retirement. But then...  

I’ll never forget that fateful day in 2007.

I lost almost a third of my investment principle overnight. I thought I would be stuck behind the chair into my 70s - My hopes of retirement were crushed. 

Fast forward to today, and I’ve sold my practice. But my retirement paychecks exceed what I used to make as a dentist. Today, I am financially free. I finally have time to think. I’ve raised the bar and brought more intellect into my life. I golf, I travel, and I spend more time with Jeannie. 

I now have a passion to make an impact on people’s lives by helping them become financially and personally free. I want to impart the ability to live each day to it’s fullest, on your terms... without the concern or worry of financial constraints.“

Dr. John & Jeannie Harasin

"Today, my retirement paychecks exceed what I used to make as a dentist..."

Dr. John & Jeannie Harasin

“I lost over $1.1M overnight in the stock market crash...”

I had built a successful practice in Saginaw, MI through hard work. It demanded everything I had. For so long my mind was cluttered with stress, problems, and worry. I had little time to read, listen and absorb the world outside of the business of dentistry. I built an investment portfolio on Wall Street and in commercial real estate. The traditional model seemed to be working. I was nearing retirement. But then...  

I’ll never forget that fateful day in 2007.

I lost almost a third of my investment principle overnight. I thought I would be stuck behind the chair into my 70s - My hopes of retirement were crushed. 

Fast forward to today, and I’ve sold my practice. But my retirement paychecks exceed what I used to make as a dentist. Today, I am financially free. I finally have time to think. I’ve raised the bar and brought more intellect into my life. I golf, I travel, and I spend more time with Jeannie. 

I now have a passion to make an impact on people’s lives by helping them become financially and personally free. I want to impart the ability to live each day to it’s fullest, on your terms... without the concern or worry of financial constraints.“

"Today, my retirement paychecks exceed what I used to make as a dentist..."

Join Other Practitioners Creating Freedom In Their Personal And Professional Lives...

Join Dr. David Phelps for this virtual workshop on May 9th!

Retail $1997.00 Special Pricing just $997!