TOPICS:
- Accounting
- Business / Financial
- Practice Management
- Retirement Planning
Reese Harper
Dentistry’s Financial Thought Leader
Reese Harper is a CERTIFIED FINANCIAL PLANNER™ with a passion for delivering objective and personalized advice based on full picture view of an individual’s overall financial health. His expertise includes portfolio construction, investment management, tax strategy, risk management, and retirement planning. His proprietary planning methodology called Elements® is used by dentists all over the country to get organized and track financial progress. Reese is a regular contributor to dental publications and a speaker at events nationwide. In addition to a CFP®, Reese holds CLU® and CHFC® designations from the American College of Financial Services and a Masters in Finance from the University of Utah.
Did you know dentists consistently rank among the highest-earning professionals in the nation, yet retire six years later than the average American?
In this interactive presentation, Reese Harper, CFP® highlights the biggest reasons dentists retire later than they should and addresses four key questions every dentist should be able to answer:
- How much wealth do I need to make work optional?
- Do I have the right mix of assets in my portfolio?
- Am I using my income wisely, and saving enough money?
- Am I taking the right amount of risk?
This presentation features
- Live audience polling with mobile devices
- Elements® booklet for work session
- Total Term guidebook
- Open Q&A throughout presentation
Learning Objectives
- Understand what it means to build wealth
- Learn why dentists retire later than they should
- Use the Elements® table of financial indicators to track financial progress
- Calculate Total Term progress toward retirement
Suggested Format: 3 hour full presentation (May be modified to accommodate shorter meeting times)
Suggested Audience: Dentists and Spouses
The noisy world of investing makes it hard to know where your money should go and feel confident your portfolio is managed the right way.
The truth is one bad investment can erase several years of hard work. In this cut-to-the-chase presentation, Reese Harper, CFP® brings a complicated subject down to earth and explains how to overcome the costs of:
- Irrational investor behavior
- Hiring the wrong advisor
- Underestimating risk tolerance
- Poor investment selection
- A mismanaged portfolio
This presentation features
- Behavioral science demonstrations with audience participation
- Sample portfolio review
- Open Q&A throughout presentation
Learning Objectives
- Understand how financial markets work
- Identify and overcome behavioral tendencies that lead to poor investments
- Know the questions to ask when hiring a financial advisor
- Learn the principles followed by world-renowned economists
Suggested Format: 2 hour full presentation (May be modified to accommodate shorter meeting times)
Suggested Audience: Dentists and Spouses
- Colorado Dental Association
- Dental Success Summit
- Florida Dental Association
- Great Basin Dental Academy
- Practice Pathways
- Roseman College of Dental Medicine
- South Davis Dental Society
- University of Utah Dental School
- Utah Dental Association
- Yankee Dental Congress
– Dr. Leslie Murray, Denver, CO
“Very engaging, smart, and informative! You converted a scary
and foreign topic into something my brain can understand.”
– Dr. Gina Marcus, Coral Gables, FL
Why choose Reese?
- Reese Harper is the founder and CEO of DentistAdvisors.com, a registered investment advisory firm which focuses exclusively on dentists and specialists.
- Reese is the host of the Dentist Money™ Show, a weekly podcast which helps thousands of dentists make smart financial decisions.
- His proprietary planning methodology called Elements® is used by dentists across the country to track their progress toward financial independence.
- Of Reese’s many passions, perhaps his greatest is for teaching. He quickly sees the potential in others and invests himself heavily in their development. As such, he is a trusted educator, business leader, and advisor in the financial community.
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