Mastering Financial Independence for Dentists 101

Essential Strategies for Your Future
Presented by: Matthew Kirby and Genevieve George
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General Dentist

Audience

September 5, 2024

Released

September 5, 2027

Expires

1 CE Credit

Credits

Free

Cost

Self-Instructional

Method

Course Contents

About the Course

Course Description

This course aims to educate dentists on achieving financial independence. We will cover key financial planning areas such as retirement, investment, insurance, tax, and estate planning, demonstrating how to integrate your dental practice into each of these core areas. Additionally, a brief market update will be provided.

Learning Topics

  • Address core areas of financial planning
  • Understand common financial planning concerns
  • Learn how your practice fits into the plan
  • Identify current planning opportunities for dentists
  • Receive market update and commentary

Mastering Financial Independence for Dentists 101

Course Details

  • Course Fee: Free
  • Credits: Catapult Education designates this activity for 1 credit continuing education credit.
  • Method: Self-Instructional
  • Audience: General Dentist
  • AGD Subject Code: 550

Meet the Instructors

Matthew Kirby, CFP®

Matt Kirby serves as the Managing Director and firm partner for the Columbus, Ohio based RIA, Hamilton Capital. In addition to his role as Managing Director, Matt is a leader on the firm’s Wealth Management team, a member of the firm’s Strategic Leadership Team, and a CERTIFIED FINANCIAL PLANNER™ professional.

Embodying an unwavering commitment to serving his clients, Matt strives to make the complex simple, all while implementing a clear and customized plan to help others achieve their financial goals. Matt also works to support and serve his team through his personal commitment to growing the firm’s next generation of financial advisors.

Matt's dedication to serving others is evident in every aspect of his life, highlighting his commitment to leadership and personal excellence across both personal and professional spheres. With a strong motivation to serving his community, Matt is a board member of the Greater Columbus Chapter of the Red Cross and an investment board member of the College Advantage (Ohio Tuition Trust Authority), Ohio’s 529 plan education savings programs.

Genevieve George, CFP®, CPA, CFE, CDFA®

As a Senior Financial Advisor for the Columbus, Ohio based RIA, Hamilton Capital, Genevieve George works to support the Palm Beach Florida office while striving to make a strong and lasting impact in the lives of both her clients and her team.

With over 18 years of experience, Gen is passionate about connecting with her clients in both a personal and trusting manner, diving into the details of their financial affairs as she helps both individuals and families plan, build, and protect their wealth. Gen works seamlessly with her team to fully support her clients when shaping their goals in the areas of building wealth, charitable giving, college savings, retirement, divorce, estate planning, and everything in between. Gen prides herself on being a trusted resource for both her clients and her team, going above and beyond in all areas of her focus to both educate and empower others.

In addition to her contributions to the Hamilton Capital team, Gen has a deep passion for her work with several charitable organizations in her area, especially two local Impact100 chapters including Impact100 Martin where she was a founding member and served in various board roles over the years. She is most proud of the fact that her ongoing philanthropic work continues to have exponential impact within the community she cares so deeply for.

Away from work, Gen enjoys looking for shark’s teeth at the beach with her husband and two boys. If she’s not at the beach, you may find Gen exercising her creative energy through painting and other crafty activities.

Sponsored By:

Catapult Education, LLC is an ADA CERP Recognized Provider. ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry.
Approved PACE Program Provider. FAGD/MAGD Credit. Approval does not imply acceptance by a state or provincial board of dentistry or AGD endorsement. 6/1/24 to 5/31/28. Provider ID 306446.

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Disclosure

Catapult Education received commercial support from Hamilton Capitol for this presentation. Matthew Kirby and Genevieve George are employed by Hamilton Capitol. Catapult Education delivers clinically relevant continuing dental education programs which address the needs and preferences of our audience and provides them with the knowledge and confidence to integrate new techniques, practice management and treatment options into their respective practices. Catapult Education is committed to ensuring the content quality, objectivity and scientific integrity of all continuing education courses. Instructors are advised to support clinical recommendations with scientific research-supported data whenever possible and to disclose any conflict of interest between them and any corporate organization offering financial support or grant monies for this CE activity. Instructors are advised, where appropriate and if relevant to the subject matter of the presentation, to mention a variety of different product choices so as to present a balanced view of all therapeutic options available and promote improvements in oral healthcare free from commercial bias

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