Mastering Financial Independence for Dentists 201

Investment Philosophies Explained and Detailed Market Outlook

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Course Description

Join us in this next session of our Mastering Financial Independence for Dentists series, where we’ll delve into essential investment strategies to build wealth and achieve financial independence for dental professionals. Discover key elements like asset allocation, the impact of security selection, and strategies often used by financial advisors.

We’ll also assess the current economic landscape, explore the long-term outlook for asset returns, and identify medium-term investment opportunities. This course empowers dental professionals with financial insights to secure their future and grow their wealth with confidence.

Learning Topics

Translate key investment elements needed to build wealth into specific, actionable investment goals
Identify and analyze critical investment decisions and apply common strategies aimed at achieving financial independence
Evaluate the long-term potential returns of individual assets and explore current investment opportunities in the market

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

Founder, Chairman & Chief Executive Officer; Hamilton Capital

As the founder, Chairman & Chief Executive Officer for Hamilton Capital, Matt is focused on big ideas, building impactful relationships, and crafting the unique culture of the firm.

As the pioneer of Hamilton Capital’s dynamic investment process, Matt served as HC’s first Chief Investment Officer from 1997-2009. In addition to his management duties, he currently serves selected clients in the capacity of Senior Financial Advisor and is a member of the Firm’s Investment Management Team.

Over the years, Matt has earned considerable recognition. Barron’s listed him among “America’s Top 1,200 Financial Advisors,” while Mutual Funds magazine named him one of the nation’s “100 Great Financial Planners”. He’s also been recognized as one of the country’s “Best Financial Advisors for Doctors” by Medical Economics magazine and one of the nation’s “Best Financial Advisors for Dentists” by Dental Practice Management.

A CERTIFIED FINANCIAL PLANNER™ professional and a graduate of The Ohio State University, Matt is a member of the National Board of Trustees for Search Ministries, a trustee of The James Foundation and a member of the professional advisory committee of The Columbus Foundation.

Director of Investment Management; Hamilton Capital

As the Director of Investment Management for Hamilton Capital, Patrick Huang brings over a decade of experience in multiple asset portfolio design and research to the team. His professional insight combined with a personal passion for education has enabled Patrick to serve both private clients and institutions, managing portfolios with a focused expertise in public equities, public bonds, and alternative investments.

Prior to his current role, Patrick served as Director of Investments at Source Financial Advisors and gained valuable experience during his time at Morgan Stanley, where he was responsible for asset allocation and investment selection across both public and alternative asset classes.

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.

By signing up for a free webinar, you authorize Catapult Education, its partners and the webinar sponsor, permission to contact you for future continuing education opportunities, e-learning announcements and product offers. Participants should always check with their state licensing board to determine which, if any, certification or licensing is required to perform specific procedures in their jurisdiction. The opinions expressed on this website come from a variety of writers and speakers that are not necessarily endorsed by Catapult Education or its associates. Viewers are responsible for verifying the validity, accuracy and relevance of all content before implementing any techniques, products or recommendations into their clinical setting. Viewers understand that Catapult Education its associates, writers, speakers, and sponsored affiliates are not in any way responsible or liable for any adverse events that may occur (i.e., in a clinical setting or anywhere) based on any information disseminated from Catapult Education sites.

Catapult Education received commercial support from Hamilton Capitol for this presentation. Matt Hamilton and Patrick Huang 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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Mastering Financial Independence for Dentists 201

General Dentist

December 11, 2024

December 11, 2027

1 CE Credit

Free

Self-Instructional

Don't Miss the Rest of the Series!

Don't Miss Part 1 of the Series!

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About the Course

Course Description

Learning Topics