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Pre-Retirementadvanced
Wealth Preservation and Transition Planning
Protect and grow the wealth you have built through your dental career. This course covers estate planning, tax-efficient wealth transfer, investment portfolio management for retirement, and legacy planning strategies. AI financial planning tools help you model retirement income scenarios and optimize your wealth strategy.
4 Chapters20 Lessons3 Exams4 weeks
$497one-time
Full lifetime access
Self-paced learning
Certificate of completion
AI tutor support
Counts toward Certified Dental Exit Strategist
Course Curriculum
- Calculating your retirement income needs as a dental professional
- Social Security optimization strategies for high earners
- Retirement account distribution strategies and sequencing
- Creating sustainable income streams from your investment portfolio
- AI retirement income modeling and scenario planning tools
- Chapter 1 Exam
Topics Covered
wealth managementestate planningretirement incomelegacytax planning
AI Tutor Included
Every course includes access to the AI Business Tutor. Ask questions about any lesson, get personalized explanations, and practice business scenarios relevant to your specific situation.
Certification Track
This course counts toward:
Certified Dental Exit Strategist (CDES)5 courses required · 80 hours