Brad Levin has over 30 years of experience in the financial planning and investment management fields. He has worked as a portfolio manager, studied financial markets, developed comprehensive financial plans for individual clients, and counseled them on all facets of their financial lives. After leading his own independent investment advisory firm for many years, Brad merged his business into Focus Partners, one of the largest wealth planning firms in the country, where he now is a principal and Managing Director of their Calabasas, CA office. He now spends most of his time focusing on helping successful entrepreneurs refine and achieve their vision of their “best life”, often working with business owners on preparing for an ultimate exit through an internal succession or external sale. In this capacity, his focus is on helping clients ready themselves financially and emotionally while maximizing the value of their business prior to exit. In his spare time, he enjoys many outdoor activities, pursuing elevated health and wellness, and world travel.
In this session, we will explore key strategies for establishing financial security and building lasting wealth, specifically designed for dental hygienists. We’ll discuss practical approaches to managing income, maximizing savings, and planning for long-term financial goals, including retirement. By the end of the session, you’ll have a clearer understanding of how to effectively manage your finances, optimize your earning potential, and make informed decisions that will contribute to your financial well-being and peace of mind for years to come.
Upon completion of this course, attendees should be able to:
Understand how to balance out managing debt versus building up savings and the difference between savings and investing.
Understand the tremendous impact of compounding interest at a young age.