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11 March
Building & Protecting Wealth | An Introduction to Financial Planning & Disability Insurance for ATSU AZ School of Dentistry & Oral Health (Culinary Dropout)


As dedicated financial advisors and financial representatives that love helping dentists, you may notice that we get way more excited about financial planning and disability insurance than the average person. Join us for some drinks, delicious food, and find out what all the buzz is about. We assure you that by the conclusion of this workshop, each of you will have gained clarity regarding financial planning and disability insurance, and you will have a clear path forward. In fact, we anticipate that some of you will even begin to match our enthusiasm when thinking about your finances.

*Attendees with strict dietary restrictions, please inquire with us so that we can coordinate with restaurant regarding availability of options.

Date and Time

Mon, Mar 11, 2024

6:00p - 9:00p MST



383 N Gilbert Road
Gilbert , AZ 85234


We have reserved the Heritage Room for the event. Please plan to arrive between 6-6:30pm. Our presentation will begin at approximately 6:40pm. We look forward to seeing you!

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