New Doc Connection

Financial Planning: A Case Study of a Dentist — “Into Career”

Recorded Webinar

Ted Schumann IISpeaker: Ted C. Schumann II, MBA, CFP

The beginning of a career in dentistry finds many dentists facing decisions on how to handle their student loans and other debt, how to evaluate associate opportunities, transition into practice ownership, and buying their first home. This recorded webinar will follow a case study of a dentist in the early years of practice facing these decisions and will provide the attendees with insights as to how to prudently approach various career and life events.

About the speaker … Theodore C. Schumann, II is a third generation financial planner and is an investment advisor representative and managing partner of DBS Investment Advisers, LLC. From portfolio management to comprehensive retirement and financial planning, debt-reduction strategies and fiduciary client service, Schumann serves as a direct point of contact for DBS Investment Advisers. He is a graduate of Central Michigan University and earned his MBA and Master’s degree in finance from Walsh College.